AWM
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Apollon Wealth Management’s National Grid NGG Stock Holding History

Apollon Wealth Management’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 		$254K Buy
+3,067
New +$261K ﹤0.01% 1372
2020
Q3 		– Sell
-28
Closed -$2K – 501
2020
Q2 		$2K Buy
+28
New +$1.42K ﹤0.01% 643

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apollon Wealth Management's NGG Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in National Grid (NGG) in Q2 2026: 3,067 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1372 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in NGG as recently as Q2 2020.

Apollon Wealth Management first reported a position in NGG in Q2 2020 and has held it in 2 quarters since. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Apollon Wealth Management held 3,067 shares of National Grid worth $254K as of Q2 2026.
  • National Grid was a new Apollon Wealth Management position in Q2 2026.
  • National Grid made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1372 holding.
  • Apollon Wealth Management first reported a position in National Grid in Q2 2020 and has held it in 2 quarters since.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.