Ameritas Advisory Services’s National Grid NGG Stock Holding History

Ameritas Advisory Services’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	–	Sell	-3,299	Closed	-$279K	–	2073
2026 Q1	$279K	Sell	3,299 -396	-11%	-$34.1K	0.01%	798
2025 Q4	$286K	Buy	+3,695	New	+$278K	0.01%	784
2023 Q2	–	Sell	-14	Closed	-$884	–	1842
2023 Q1	$884	Buy	+14	New	+$839	﹤0.01%	2564

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

Ameritas Advisory Services's NGG Position: Q2 2026 in Review

Ameritas Advisory Services sold out of National Grid (NGG) in Q2 2026, closing a stake of 3,299 shares — an estimated $279K sold.

Ameritas Advisory Services first reported a position in NGG in Q1 2023 and held it in 3 quarters. The position peaked at $286K in Q4 2025. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Ameritas Advisory Services reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 3,299 National Grid shares in Q2 2026, an estimated $279K.
Ameritas Advisory Services first reported a position in National Grid in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's National Grid position peaked at $286K in Q4 2025.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.