Atlantic Family Wealth’s National Grid NGG Stock Holding History

Atlantic Family Wealth’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	$275K	Hold	3,318	–	–	0.18%	46
2026 Q1	$281K	Sell	3,318 -1,704	-34%	-$147K	0.2%	46
2025 Q4	$388K	Sell	5,022 -81	-2%	-$6.09K	0.29%	24
2025 Q3	$366K	Hold	5,103	–	–	0.28%	27
2025 Q2	$374K	Sell	5,103 -170	-3%	-$11.7K	0.33%	21
2025 Q1	$331K	Buy	5,273 +1,143	+28%	+$67.2K	0.3%	28
2024 Q4	$235K	Buy	+4,130	New	+$248K	0.28%	36

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

Atlantic Family Wealth's NGG Position: Q2 2026 in Review

Atlantic Family Wealth held its National Grid (NGG) position steady in Q2 2026 at 3,318 shares worth $275K. The position accounts for 0.18% of the portfolio, ranked #46.

Atlantic Family Wealth first reported a position in NGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $388K in Q4 2025. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Atlantic Family Wealth held 3,318 shares of National Grid worth $275K as of Q2 2026.
Atlantic Family Wealth left its National Grid share count unchanged in Q2 2026.
National Grid made up 0.18% of Atlantic Family Wealth's portfolio in Q2 2026, its #46 holding.
Atlantic Family Wealth first reported a position in National Grid in Q4 2024 and has held it in 7 quarters since.
Atlantic Family Wealth's National Grid position peaked at $388K in Q4 2025.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.