Avion Wealth’s National Grid NGG Stock Holding History

Avion 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	$60K	Hold	736	–	–	0.01%	225
2026 Q1	$62K	Buy	+736	New	+$63.4K	0.01%	190
2023 Q4	–	Sell	-3	Closed	–	–	1249
2023 Q3	$0	Hold	3	–	–	﹤0.01%	1064
2023 Q2	$0	Hold	3	–	–	﹤0.01%	940
2023 Q1	$0	Buy	+3	New	+$180	﹤0.01%	699

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

Avion Wealth's NGG Position: Q2 2026 in Review

Avion Wealth held its National Grid (NGG) position steady in Q2 2026 at 736 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #225.

Avion Wealth first reported a position in NGG in Q1 2023 and has held it in 5 quarters since. The position peaked at $62K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Avion Wealth held 736 shares of National Grid worth $60K as of Q2 2026.
Avion Wealth left its National Grid share count unchanged in Q2 2026.
National Grid made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #225 holding.
Avion Wealth first reported a position in National Grid in Q1 2023 and has held it in 5 quarters since.
Avion Wealth's National Grid position peaked at $62K in Q1 2026.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.