Arkadios Wealth Advisors’s National Grid NGG Stock Holding History

Arkadios Wealth 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	$242K	Buy	2,920 +153	+6%	+$13K	﹤0.01%	1530
2026 Q1	$234K	Buy	+2,767	New	+$238K	﹤0.01%	1491
2021 Q4	–	Sell	-418	Closed	-$22K	–	1338
2021 Q3	$22K	Sell	418 -15	-3%	-$860	﹤0.01%	1177
2021 Q2	$24K	Buy	433 +418	+2,787%	+$23.8K	﹤0.01%	1208
2021 Q1	$0	Hold	15	–	–	﹤0.01%	1709
2020 Q4	$0	Buy	+15	New	+$796	﹤0.01%	1433

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

Arkadios Wealth Advisors's NGG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its National Grid (NGG) stake by 5.5% in Q2 2026, buying an estimated $13K and bringing the position to 2,920 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Arkadios Wealth Advisors first reported a position in NGG in Q4 2020 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Arkadios Wealth Advisors held 2,920 shares of National Grid worth $242K as of Q2 2026.
Arkadios Wealth Advisors bought 153 National Grid shares in Q2 2026, an estimated $13K.
National Grid made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1530 holding.
Arkadios Wealth Advisors first reported a position in National Grid in Q4 2020 and has held it in 6 quarters since.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.