B. Riley Wealth Advisors’s National Grid NGG Stock Holding History

B. Riley 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	$760K	Sell	9,077 -201	-2%	-$17.1K	0.04%	367
2026 Q1	$776K	Sell	9,278 -1,390	-13%	-$120K	0.05%	338
2025 Q4	$825K	Buy	+10,668	New	+$802K	0.04%	386
2024 Q3	–	Sell	-4,044	Closed	-$239K	–	1371
2024 Q2	$239K	Sell	4,044 -106	-3%	-$6.39K	0.01%	1140
2024 Q1	$237K	Buy	+4,150	New	+$263K	0.01%	1170
2023 Q4	–	Sell	-4,150	Closed	-$237K	–	1474
2023 Q3	$237K	Buy	+4,150	New	+$251K	0.01%	1170
2023 Q2	–	Sell	-4,172	Closed	-$267K	–	1610
2023 Q1	$267K	Buy	4,172 +235	+6%	+$14.1K	0.01%	1132
2022 Q4	$226K	Buy	+3,937	New	+$210K	0.01%	1186
2022 Q2	–	Sell	-3,608	Closed	-$250K	–	1338
2022 Q1	$250K	Buy	3,608 +123	+4%	+$8.15K	0.01%	1096
2021 Q4	$227K	Buy	+3,485	New	+$205K	0.01%	1214
2018 Q1	–	Sell	-4,901	Closed	-$255K	–	698
2017 Q4	$255K	Buy	+4,901	New	+$261K	0.03%	505
2015 Q1	–	Sell	-1,986	Closed	-$135K	–	1471
2014 Q4	$135K	Buy	+1,986	New	+$138K	﹤0.01%	1566
2014 Q3	–	Sell	-481	Closed	-$34.5K	–	1438
2014 Q2	$34.5K	Buy	+481	New	+$33.3K	0.01%	1188

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

B. Riley Wealth Advisors's NGG Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its National Grid (NGG) stake by 2.2% in Q2 2026, selling an estimated $17.1K and leaving 9,077 shares worth $760K. The position accounts for 0.04% of the portfolio, ranked #367.

B. Riley Wealth Advisors first reported a position in NGG in Q2 2014 and has held it in 13 quarters since. The position peaked at $825K in Q4 2025. 618 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

B. Riley Wealth Advisors held 9,077 shares of National Grid worth $760K as of Q2 2026.
B. Riley Wealth Advisors sold 201 National Grid shares in Q2 2026, an estimated $17.1K.
National Grid made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #367 holding.
B. Riley Wealth Advisors first reported a position in National Grid in Q2 2014 and has held it in 13 quarters since.
B. Riley Wealth Advisors's National Grid position peaked at $825K in Q4 2025.
618 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.