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Atria Investments’s National Grid NGG Stock Holding History

Atria Investments’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 		$5.57M Buy
67,245
+4,031
+6% +$343K 0.06% 360
2026
Q1 		$5.35M Sell
63,214
-16,648
-21% -$1.43M 0.06% 356
2025
Q4 		$6.18M Buy
79,862
+1,928
+2% +$145K 0.07% 316
2025
Q3 		$5.58M Sell
77,934
-4,391
-5% -$308K 0.06% 351
2025
Q2 		$6.04M Buy
82,325
+7,619
+10% +$524K 0.07% 321
2025
Q1 		$4.69M Buy
74,706
+11,786
+19% +$693K 0.06% 390
2024
Q4 		$3.58M Sell
62,920
-5,782
-8% -$348K 0.04% 457
2024
Q3 		$4.51M Buy
68,702
+10,941
+19% +$671K 0.06% 387
2024
Q2 		$3.09M Sell
57,761
-7,310
-11% -$441K 0.04% 486
2024
Q1 		$4.18M Buy
65,071
+10,539
+19% +$667K 0.06% 390
2023
Q4 		$3.49M Buy
54,532
+4,104
+8% +$245K 0.05% 397
2023
Q3 		$2.88M Buy
50,428
+134
+0.3% +$8.1K 0.05% 443
2023
Q2 		$3.19M Buy
50,294
+9,152
+22% +$600K 0.06% 394
2023
Q1 		$2.64M Sell
41,142
-375
-0.9% -$22.5K 0.05% 445
2022
Q4 		$2.36M Sell
41,517
-3,022
-7% -$162K 0.05% 450
2022
Q3 		$2.13M Buy
44,539
+1,613
+4% +$97.1K 0.05% 461
2022
Q2 		$2.57M Buy
42,926
+11,941
+39% +$790K 0.05% 418
2022
Q1 		$2.14M Buy
30,985
+2,862
+10% +$190K 0.04% 547
2021
Q4 		$1.83M Sell
28,123
-609
-2% -$35.7K 0.03% 603
2021
Q3 		$1.51M Sell
28,732
-1,138
-4% -$65.3K 0.03% 637
2021
Q2 		$1.69M Buy
29,870
+2,477
+9% +$141K 0.03% 573
2021
Q1 		$1.44M Sell
27,393
-1,654
-6% -$86.3K 0.03% 572
2020
Q4 		$1.52M Buy
29,047
+5,225
+22% +$277K 0.04% 510
2020
Q3 		$1.22M Sell
23,822
-4,091
-15% -$205K 0.04% 504
2020
Q2 		$1.5M Buy
+27,913
New +$1.41M 0.05% 382
2020
Q1 		– Sell
-23,797
Closed -$1.32M – 963
2019
Q4 		$1.32M Buy
+23,797
New +$1.22M 0.04% 441

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

Atria Investments's NGG Position: Q2 2026 in Review

Atria Investments increased its National Grid (NGG) stake by 6.4% in Q2 2026, buying an estimated $343K and bringing the position to 67,245 shares worth $5.57M. The position accounts for 0.06% of the portfolio, ranked #360.

Atria Investments first reported a position in NGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.18M in Q4 2025. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Atria Investments held 67,245 shares of National Grid worth $5.57M as of Q2 2026.
  • Atria Investments bought 4,031 National Grid shares in Q2 2026, an estimated $343K.
  • National Grid made up 0.06% of Atria Investments's portfolio in Q2 2026, its #360 holding.
  • Atria Investments first reported a position in National Grid in Q4 2019 and has held it in 26 quarters since.
  • Atria Investments's National Grid position peaked at $6.18M in Q4 2025.
  • 619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.