BFS
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Bare Financial Services’s National Grid NGG Stock Holding History

Bare Financial Services’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 		$14.4K Buy
174
+104
+149% +$8.84K ﹤0.01% 428
2026
Q1 		$5.92K Buy
70
+16
+30% +$1.38K ﹤0.01% 569
2025
Q4 		$4.18K Buy
54
+40
+286% +$3.01K ﹤0.01% 601
2025
Q3 		$1.02K Sell
14
-56
-80% -$3.93K ﹤0.01% 1019
2025
Q2 		$5.13K Buy
+70
New +$4.81K ﹤0.01% 462

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

Bare Financial Services's NGG Position: Q2 2026 in Review

Bare Financial Services increased its National Grid (NGG) stake by 149% in Q2 2026, buying an estimated $8.84K and bringing the position to 174 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Bare Financial Services first reported a position in NGG in Q2 2025 and has held it in 5 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Bare Financial Services held 174 shares of National Grid worth $14.4K as of Q2 2026.
  • Bare Financial Services bought 104 National Grid shares in Q2 2026, an estimated $8.84K.
  • National Grid made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #428 holding.
  • Bare Financial Services first reported a position in National Grid in Q2 2025 and has held it in 5 quarters since.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.