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Basecamp Wealth Advisors’s National Grid NGG Stock Holding History

Basecamp 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 		$92.3K Hold
1,114
– – 0.02% 403
2026
Q1 		$94.2K Sell
1,114
-20
-2% -$1.72K 0.02% 406
2025
Q4 		$87.7K Buy
+1,134
New +$85.3K 0.02% 406

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

Basecamp Wealth Advisors's NGG Position: Q2 2026 in Review

Basecamp Wealth Advisors held its National Grid (NGG) position steady in Q2 2026 at 1,114 shares worth $92.3K. The position accounts for 0.02% of the portfolio, ranked #403.

Basecamp Wealth Advisors first reported a position in NGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $94.2K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Basecamp Wealth Advisors held 1,114 shares of National Grid worth $92.3K as of Q2 2026.
  • Basecamp Wealth Advisors left its National Grid share count unchanged in Q2 2026.
  • National Grid made up 0.02% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #403 holding.
  • Basecamp Wealth Advisors first reported a position in National Grid in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's National Grid position peaked at $94.2K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.