BKM Wealth Management’s National Grid NGG Stock Holding History

BKM 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 Q2	$863K	Buy	10,408 +808	+8%	+$68.7K	0.31%	78
2026 Q1	$812K	Buy	9,600 +1,956	+26%	+$168K	0.3%	82
2025 Q4	$591K	Sell	7,644 -540	-7%	-$40.6K	0.22%	95
2025 Q3	$586K	Buy	+8,184	New	+$574K	0.22%	96

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

BKM Wealth Management's NGG Position: Q2 2026 in Review

BKM Wealth Management increased its National Grid (NGG) stake by 8.4% in Q2 2026, buying an estimated $68.7K and bringing the position to 10,408 shares worth $863K. The position accounts for 0.31% of the portfolio, ranked #78.

BKM Wealth Management first reported a position in NGG in Q3 2025 and has held it in 4 quarters since. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

BKM Wealth Management held 10,408 shares of National Grid worth $863K as of Q2 2026.
BKM Wealth Management bought 808 National Grid shares in Q2 2026, an estimated $68.7K.
National Grid made up 0.31% of BKM Wealth Management's portfolio in Q2 2026, its #78 holding.
BKM Wealth Management first reported a position in National Grid in Q3 2025 and has held it in 4 quarters since.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.