American Capital Advisory’s National Grid NGG Stock Holding History

American Capital Advisory’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	$1.33K	Sell	16 -30	-65%	-$2.55K	﹤0.01%	732
2026 Q1	$3.89K	Buy	46 +30	+188%	+$2.58K	﹤0.01%	427
2025 Q4	$1.24K	Hold	16	–	–	﹤0.01%	551
2025 Q3	$1.16K	Buy	+16	New	+$1.12K	﹤0.01%	511

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

American Capital Advisory's NGG Position: Q2 2026 in Review

American Capital Advisory reduced its National Grid (NGG) stake by 65% in Q2 2026, selling an estimated $2.55K and leaving 16 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

American Capital Advisory first reported a position in NGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.89K in Q1 2026. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

American Capital Advisory held 16 shares of National Grid worth $1.33K as of Q2 2026.
American Capital Advisory sold 30 National Grid shares in Q2 2026, an estimated $2.55K.
National Grid made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #732 holding.
American Capital Advisory first reported a position in National Grid in Q3 2025 and has held it in 4 quarters since.
American Capital Advisory's National Grid position peaked at $3.89K in Q1 2026.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.