American Trust Investment Advisors’s National Grid NGG Stock Holding History

American Trust Investment Advisors’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	$350K	Hold	4,227	–	–	0.17%	61
2026 Q1	$358K	Sell	4,227 -945	-18%	-$81.4K	0.2%	54
2025 Q4	$400K	Sell	5,172 -74	-1%	-$5.57K	0.21%	51
2025 Q3	$376K	Hold	5,246	–	–	0.19%	56
2025 Q2	$385K	Sell	5,246 -154	-3%	-$10.6K	0.19%	56
2025 Q1	$339K	Sell	5,400 -52	-1%	-$3.06K	0.14%	88
2024 Q4	$310K	Sell	5,452 -89	-2%	-$5.36K	0.13%	94
2024 Q3	$364K	Sell	5,541 -16	-0.3%	-$981	0.15%	91
2024 Q2	$297K	Hold	5,557	–	–	0.14%	73
2024 Q1	$357K	Hold	5,557	–	–	0.17%	68
2023 Q4	$356K	Buy	5,557 +1,093	+24%	+$65.3K	0.19%	65
2023 Q3	$255K	Hold	4,464	–	–	0.14%	73
2023 Q2	$283K	Sell	4,464 -812	-15%	-$53.3K	0.16%	71
2023 Q1	$338K	Hold	5,276	–	–	0.2%	64
2022 Q4	$300K	Sell	5,276 -478	-8%	-$25.6K	0.19%	64
2022 Q3	$275K	Hold	5,754	–	–	0.18%	66
2022 Q2	$345K	Sell	5,754 -173	-3%	-$11.4K	0.22%	62
2022 Q1	$410K	Hold	5,927	–	–	0.21%	63
2021 Q4	$386K	Sell	5,927 -29	-0.5%	-$1.7K	0.19%	60
2021 Q3	$314K	Buy	5,956 +492	+9%	+$28.2K	0.18%	69
2021 Q2	$309K	Hold	5,464	–	–	0.17%	68
2021 Q1	$286K	Hold	5,464	–	–	0.17%	69
2020 Q4	$285K	Hold	5,464	–	–	0.18%	64
2020 Q3	$279K	Hold	5,464	–	–	0.2%	56
2020 Q2	$293K	Hold	5,464	–	–	0.24%	48
2020 Q1	$282K	Hold	5,464	–	–	0.28%	44
2019 Q4	$303K	Hold	5,464	–	–	0.22%	52
2019 Q3	$262K	Hold	5,464	–	–	0.2%	56
2019 Q2	$257K	Buy	+5,464	New	+$256K	0.2%	62
2017 Q2	–	Sell	-3,379	Closed	-$207K	–	78
2017 Q1	$207K	Buy	+3,379	New	+$195K	0.19%	70

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 Trust Investment Advisors's NGG Position: Q2 2026 in Review

American Trust Investment Advisors held its National Grid (NGG) position steady in Q2 2026 at 4,227 shares worth $350K. The position accounts for 0.17% of the portfolio, ranked #61.

American Trust Investment Advisors first reported a position in NGG in Q1 2017 and has held it in 30 quarters since. The position peaked at $410K in Q1 2022. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

American Trust Investment Advisors held 4,227 shares of National Grid worth $350K as of Q2 2026.
American Trust Investment Advisors left its National Grid share count unchanged in Q2 2026.
National Grid made up 0.17% of American Trust Investment Advisors's portfolio in Q2 2026, its #61 holding.
American Trust Investment Advisors first reported a position in National Grid in Q1 2017 and has held it in 30 quarters since.
American Trust Investment Advisors's National Grid position peaked at $410K in Q1 2022.
615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.