BKM Wealth Management
NGG icon

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
Q3 		$707K Sell
9,319
-1,089
-10% -$86.9K 0.23% 90
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

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

BKM Wealth Management's NGG Position: Q3 2026 in Review

BKM Wealth Management reduced its National Grid (NGG) stake by 10% in Q3 2026, selling an estimated $86.9K and leaving 9,319 shares worth $707K. The position accounts for 0.23% of the portfolio, ranked #90.

BKM Wealth Management first reported a position in NGG in Q3 2025 and has held it in 5 quarters since. The position peaked at $863K in Q2 2026. 116 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • BKM Wealth Management held 9,319 shares of National Grid worth $707K as of Q3 2026.
  • BKM Wealth Management sold 1,089 National Grid shares in Q3 2026, an estimated $86.9K.
  • National Grid made up 0.23% of BKM Wealth Management's portfolio in Q3 2026, its #90 holding.
  • BKM Wealth Management first reported a position in National Grid in Q3 2025 and has held it in 5 quarters since.
  • BKM Wealth Management's National Grid position peaked at $863K in Q2 2026.
  • 116 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.