Atomi Financial Group’s National Grid NGG Stock Holding History

Atomi Financial Group’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	$1.24M	Buy	15,019 +72	+0.5%	+$6.12K	0.03%	401
2026 Q1	$1.26M	Buy	14,947 +433	+3%	+$37.3K	0.04%	359
2025 Q4	$1.12M	Buy	14,514 +1,731	+14%	+$130K	0.03%	373
2025 Q3	$916K	Buy	12,783 +1,471	+13%	+$103K	0.03%	406
2025 Q2	$830K	Buy	11,312 +3,847	+52%	+$264K	0.03%	400
2025 Q1	$469K	Buy	7,465 +1,913	+34%	+$112K	0.02%	563
2024 Q4	$316K	Sell	5,552 -429	-7%	-$25.8K	0.02%	699
2024 Q3	$393K	Buy	+5,981	New	+$367K	0.02%	558
2024 Q2	–	Sell	-5,101	Closed	-$328K	–	826
2024 Q1	$328K	Buy	5,101 +1,794	+54%	+$113K	0.03%	502
2023 Q4	$212K	Buy	+3,307	New	+$197K	0.03%	528

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

Atomi Financial Group's NGG Position: Q2 2026 in Review

Atomi Financial Group increased its National Grid (NGG) stake by 0.48% in Q2 2026, buying an estimated $6.12K and bringing the position to 15,019 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #401.

Atomi Financial Group first reported a position in NGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.26M in Q1 2026. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Atomi Financial Group held 15,019 shares of National Grid worth $1.24M as of Q2 2026.
Atomi Financial Group bought 72 National Grid shares in Q2 2026, an estimated $6.12K.
National Grid made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #401 holding.
Atomi Financial Group first reported a position in National Grid in Q4 2023 and has held it in 10 quarters since.
Atomi Financial Group's National Grid position peaked at $1.26M in Q1 2026.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.