Benjamin Edwards Inc’s National Grid NGG Stock Holding History

Benjamin Edwards Inc’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	$3.65M	Buy	44,004 +4,639	+12%	+$394K	0.03%	425
2026 Q1	$3.33M	Buy	39,365 +16,355	+71%	+$1.41M	0.03%	414
2025 Q4	$1.78M	Sell	23,010 -91	-0.4%	-$6.84K	0.02%	541
2025 Q3	$1.65M	Sell	23,101 -1,802	-7%	-$126K	0.02%	535
2025 Q2	$1.83M	Buy	24,903 +2,840	+13%	+$195K	0.02%	472
2025 Q1	$1.39M	Buy	22,063 +2,405	+12%	+$141K	0.02%	500
2024 Q4	$1.12M	Buy	19,658 +249	+1%	+$15K	0.02%	577
2024 Q3	$1.27M	Buy	+19,409	New	+$1.19M	0.02%	536

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Benjamin Edwards Inc's NGG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its National Grid (NGG) stake by 12% in Q2 2026, buying an estimated $394K and bringing the position to 44,004 shares worth $3.65M. The position accounts for 0.03% of the portfolio, ranked #425.

Benjamin Edwards Inc first reported a position in NGG in Q3 2024 and has held it in 8 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Benjamin Edwards Inc held 44,004 shares of National Grid worth $3.65M as of Q2 2026.
Benjamin Edwards Inc bought 4,639 National Grid shares in Q2 2026, an estimated $394K.
National Grid made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #425 holding.
Benjamin Edwards Inc first reported a position in National Grid in Q3 2024 and has held it in 8 quarters since.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.