Bartlett & Co Wealth Management’s National Grid NGG Stock Holding History

Bartlett & Co Wealth Management’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 Q1	$12.7K	Hold	145	–	–	﹤0.01%	889
2025 Q4	$11.2K	Sell	145 -2	-1%	-$150	﹤0.01%	911
2025 Q3	$10.5K	Sell	147 -16	-10%	-$1.12K	﹤0.01%	915
2025 Q2	$12.3K	Buy	+163	New	+$11.2K	﹤0.01%	894
2022 Q3	–	Sell	-77	Closed	-$4.74K	–	1246
2022 Q2	$4.74K	Buy	+77	New	+$5.09K	﹤0.01%	1028
2020 Q2	–	Sell	-8	Closed	-$408	–	870
2020 Q1	$408	Buy	+8	New	+$442	﹤0.01%	823

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bartlett & Co Wealth Management's NGG Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its National Grid (NGG) position steady in Q1 2026 at 145 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Bartlett & Co Wealth Management first reported a position in NGG in Q1 2020 and has held it in 6 quarters since. 585 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

Bartlett & Co Wealth Management held 145 shares of National Grid worth $12.7K as of Q1 2026.
Bartlett & Co Wealth Management left its National Grid share count unchanged in Q1 2026.
National Grid made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #889 holding.
Bartlett & Co Wealth Management first reported a position in National Grid in Q1 2020 and has held it in 6 quarters since.
585 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.