Annis Gardner Whiting Capital Advisors’s National Grid NGG Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-549	Closed	-$46.4K	–	930
2026 Q1	$46.4K	Hold	549	–	–	0.01%	593
2025 Q4	$42.5K	Buy	+549	New	+$41.3K	0.01%	551
2025 Q3	–	Sell	-660	Closed	-$48.4K	–	1356
2025 Q2	$48.4K	Buy	+660	New	+$45.4K	0.02%	426

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

Annis Gardner Whiting Capital Advisors's NGG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of National Grid (NGG) in Q2 2026, closing a stake of 549 shares — an estimated $46.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in NGG in Q2 2025 and held it in 3 quarters. The position peaked at $48.4K in Q2 2025. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 549 National Grid shares in Q2 2026, an estimated $46.4K.
Annis Gardner Whiting Capital Advisors first reported a position in National Grid in Q2 2025 and held it in 3 quarters.
Annis Gardner Whiting Capital Advisors's National Grid position peaked at $48.4K in Q2 2025.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.