Allied Private Wealth’s National Grid NGG Stock Holding History

Allied Private Wealth’s Portfolio NGG Stock Details NGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.5K	Buy	+30	New	+$2.55K	﹤0.01%	704

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allied Private Wealth's NGG Position: Q2 2026 in Review

Allied Private Wealth opened a new position in National Grid (NGG) in Q2 2026: 30 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #704 among its holdings.

615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Allied Private Wealth held 30 shares of National Grid worth $2.5K as of Q2 2026.
National Grid was a new Allied Private Wealth position in Q2 2026.
National Grid made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #704 holding.
615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.