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Beverly Hills Private Wealth’s National Grid NGG Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-5,848
Closed -$495K – 330
2026
Q1 		$495K Sell
5,848
-261
-4% -$22.5K 0.08% 189
2025
Q4 		$473K Sell
6,109
-347
-5% -$26.1K 0.08% 188
2025
Q3 		$463K Sell
6,456
-205
-3% -$14.4K 0.08% 196
2025
Q2 		$489K Sell
6,661
-268
-4% -$18.4K 0.09% 179
2025
Q1 		$435K Sell
6,929
-197
-3% -$11.6K 0.09% 193
2024
Q4 		$406K Sell
7,126
-2,675
-27% -$161K 0.08% 198
2024
Q3 		$643K Sell
9,801
-1,512
-13% -$92.7K 0.13% 155
2024
Q2 		$606K Sell
11,313
-480
-4% -$28.9K 0.13% 162
2024
Q1 		$758K Buy
11,793
+1,187
+11% +$75.1K 0.18% 127
2023
Q4 		$680K Sell
10,606
-367
-3% -$21.9K 0.18% 127
2023
Q3 		$627K Sell
10,973
-10,798
-50% -$653K 0.19% 121
2023
Q2 		$1.29M Buy
21,771
+13,291
+157% +$872K 0.21% 109
2023
Q1 		$543K Buy
+8,480
New +$508K 0.17% 140

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

Beverly Hills Private Wealth's NGG Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of National Grid (NGG) in Q2 2026, closing a stake of 5,848 shares — an estimated $495K sold.

Beverly Hills Private Wealth first reported a position in NGG in Q1 2023 and held it in 13 quarters. The position peaked at $1.29M in Q2 2023. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 5,848 National Grid shares in Q2 2026, an estimated $495K.
  • Beverly Hills Private Wealth first reported a position in National Grid in Q1 2023 and held it in 13 quarters.
  • Beverly Hills Private Wealth's National Grid position peaked at $1.29M in Q2 2023.
  • 615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.