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Barry Investment Advisors’s National Grid NGG Stock Holding History

Barry Investment 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 		$694K Sell
8,377
-468
-5% -$39.8K 0.15% 48
2026
Q1 		$748K Sell
8,845
-27
-0.3% -$2.33K 0.17% 51
2025
Q4 		$686K Sell
8,872
-563
-6% -$42.3K 0.15% 51
2025
Q3 		$676K Buy
9,435
+60
+0.6% +$4.21K 0.16% 61
2025
Q2 		$688K Sell
9,375
-278
-3% -$19.1K 0.17% 59
2025
Q1 		$607K Buy
9,653
+180
+2% +$10.6K 0.16% 62
2024
Q4 		$548K Buy
9,473
+1,528
+19% +$91.9K 0.18% 64
2024
Q3 		$522K Sell
7,945
-292
-4% -$17.9K 0.16% 68
2024
Q2 		$441K Hold
8,237
– – 0.15% 75
2024
Q1 		$530K Sell
8,237
-412
-5% -$26.1K 0.18% 69
2023
Q4 		$564K Sell
8,649
-789
-8% -$47.1K 0.19% 60
2023
Q3 		$539K Sell
9,438
-123
-1% -$7.44K 0.19% 64
2023
Q2 		$607K Buy
9,561
+76
+0.8% +$4.99K 0.2% 68
2023
Q1 		$608K Buy
9,485
+35
+0.4% +$2.1K 0.2% 67
2022
Q4 		$537K Sell
9,450
-811
-8% -$43.4K 0.17% 72
2022
Q3 		$490K Sell
10,261
-1,684
-14% -$101K 0.17% 69
2022
Q2 		$716K Sell
11,945
-1,583
-12% -$105K 0.21% 63
2022
Q1 		$935K Sell
13,528
-130,382
-91% -$8.64M 0.25% 57
2021
Q4 		$9.36M Sell
143,910
-3,093
-2% -$182K 2.47% 15
2021
Q3 		$7.75M Sell
147,003
-346
-0.2% -$19.8K 2.15% 18
2021
Q2 		$8.33M Buy
147,349
+658
+0.4% +$37.4K 2.23% 17
2021
Q1 		$7.68M Buy
146,691
+4,862
+3% +$254K 2.11% 20
2020
Q4 		$7.54M Buy
141,829
+2,320
+2% +$123K 2.23% 19
2020
Q3 		$7.13M Buy
139,509
+387
+0.3% +$19.4K 2.45% 18
2020
Q2 		$7.47M Sell
139,122
-690
-0.5% -$35K 2.64% 15
2020
Q1 		$7.21M Buy
139,812
+135,923
+3,495% +$7.51M 3.57% 9
2019
Q4 		$210K Buy
+3,889
New +$200K 0.07% 65

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

Barry Investment Advisors's NGG Position: Q2 2026 in Review

Barry Investment Advisors reduced its National Grid (NGG) stake by 5.3% in Q2 2026, selling an estimated $39.8K and leaving 8,377 shares worth $694K. The position accounts for 0.15% of the portfolio, ranked #48.

Barry Investment Advisors first reported a position in NGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.36M in Q4 2021. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Barry Investment Advisors held 8,377 shares of National Grid worth $694K as of Q2 2026.
  • Barry Investment Advisors sold 468 National Grid shares in Q2 2026, an estimated $39.8K.
  • National Grid made up 0.15% of Barry Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Barry Investment Advisors first reported a position in National Grid in Q4 2019 and has held it in 27 quarters since.
  • Barry Investment Advisors's National Grid position peaked at $9.36M in Q4 2021.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.