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Beacon Pointe Advisors’s National Grid NGG Stock Holding History

Beacon Pointe 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 		$583K Sell
7,036
-4,630
-40% -$394K ﹤0.01% 1265
2026
Q1 		$987K Buy
11,666
+7,269
+165% +$626K 0.01% 1001
2025
Q4 		$340K Buy
4,397
+543
+14% +$40.8K ﹤0.01% 1209
2025
Q3 		$276K Sell
3,854
-884
-19% -$62K ﹤0.01% 1211
2025
Q2 		$348K Buy
4,738
+20
+0.4% +$1.37K ﹤0.01% 994
2025
Q1 		$296K Sell
4,718
-10,394
-69% -$611K ﹤0.01% 1028
2024
Q4 		$860K Sell
15,112
-529
-3% -$31.8K 0.01% 680
2024
Q3 		$1.03M Sell
15,641
-104
-0.7% -$6.37K 0.01% 628
2024
Q2 		$843K Buy
15,745
+3,153
+25% +$190K 0.01% 695
2024
Q1 		$810K Buy
12,592
+146
+1% +$9.24K 0.01% 750
2023
Q4 		$797K Sell
12,446
-749
-6% -$44.7K 0.01% 738
2023
Q3 		$754K Buy
13,195
+3,332
+34% +$201K 0.01% 720
2023
Q2 		$626K Sell
9,863
-2,290
-19% -$150K 0.01% 650
2023
Q1 		$779K Buy
12,153
+2,297
+23% +$138K 0.01% 614
2022
Q4 		$560K Sell
9,856
-122
-1% -$6.52K 0.01% 649
2022
Q3 		$478K Sell
9,978
-414
-4% -$24.9K 0.01% 651
2022
Q2 		$623K Buy
10,392
+106
+1% +$7.01K 0.01% 588
2022
Q1 		$711K Sell
10,286
-1
-0% -$66 0.01% 710
2021
Q4 		$669K Buy
10,287
+1,232
+14% +$72.3K 0.02% 474
2021
Q3 		$478K Buy
+9,055
New +$519K 0.01% 554

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

Beacon Pointe Advisors's NGG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its National Grid (NGG) stake by 40% in Q2 2026, selling an estimated $394K and leaving 7,036 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Beacon Pointe Advisors first reported a position in NGG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.03M in Q3 2024. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Beacon Pointe Advisors held 7,036 shares of National Grid worth $583K as of Q2 2026.
  • Beacon Pointe Advisors sold 4,630 National Grid shares in Q2 2026, an estimated $394K.
  • National Grid made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1265 holding.
  • Beacon Pointe Advisors first reported a position in National Grid in Q3 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's National Grid position peaked at $1.03M in Q3 2024.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.