Bogart Wealth LLC’s National Grid NGG Stock Holding History

Bogart Wealth LLC’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	$10.8K	Buy	130 +8	+7%	+$680	﹤0.01%	981
2026 Q1	$10.3K	Hold	122	–	–	﹤0.01%	898
2025 Q4	$9.44K	Sell	122 -2	-2%	-$150	﹤0.01%	875
2025 Q3	$8.87K	Hold	124	–	–	﹤0.01%	854
2025 Q2	$9.08K	Sell	124 -3	-2%	-$206	﹤0.01%	813
2025 Q1	$8K	Hold	127	–	–	﹤0.01%	803
2024 Q4	$7.25K	Sell	127 -2	-2%	-$120	﹤0.01%	805
2024 Q3	$8.5K	Hold	129	–	–	﹤0.01%	731
2024 Q2	$6.93K	Hold	129	–	–	﹤0.01%	721
2024 Q1	$8.32K	Hold	129	–	–	﹤0.01%	677
2023 Q4	$8.29K	Hold	129	–	–	﹤0.01%	659
2023 Q3	$7.4K	Hold	129	–	–	﹤0.01%	653
2023 Q2	$8.21K	Hold	129	–	–	﹤0.01%	622
2023 Q1	$8.29K	Hold	129	–	–	﹤0.01%	629
2022 Q4	$7.36K	Sell	129 -3	-2%	-$160	﹤0.01%	600
2022 Q3	$6K	Hold	132	–	–	﹤0.01%	658
2022 Q2	$8K	Sell	132 -4	-3%	-$265	﹤0.01%	577
2022 Q1	$9K	Hold	136	–	–	﹤0.01%	508
2021 Q4	$9K	Sell	136 -2	-1%	-$117	﹤0.01%	491
2021 Q3	$7K	Hold	138	–	–	﹤0.01%	504
2021 Q2	$8K	Buy	+138	New	+$7.84K	﹤0.01%	470

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

Bogart Wealth LLC's NGG Position: Q2 2026 in Review

Bogart Wealth LLC increased its National Grid (NGG) stake by 6.6% in Q2 2026, buying an estimated $680 and bringing the position to 130 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Bogart Wealth LLC first reported a position in NGG in Q2 2021 and has held it in 21 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Bogart Wealth LLC held 130 shares of National Grid worth $10.8K as of Q2 2026.
Bogart Wealth LLC bought 8 National Grid shares in Q2 2026, an estimated $680.
National Grid made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #981 holding.
Bogart Wealth LLC first reported a position in National Grid in Q2 2021 and has held it in 21 quarters since.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.