Bravera Wealth’s National Grid NGG Stock Holding History

Bravera 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	-78	Closed	-$6.6K	–	396
2026 Q1	$6.6K	Hold	78	–	–	﹤0.01%	318
2025 Q4	$6.03K	Buy	+78	New	+$5.87K	﹤0.01%	330

Other funds holding NGG

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Bravera Wealth's NGG Position: Q2 2026 in Review

Bravera Wealth sold out of National Grid (NGG) in Q2 2026, closing a stake of 78 shares — an estimated $6.6K sold.

Bravera Wealth first reported a position in NGG in Q4 2025 and held it in 2 quarters. The position peaked at $6.6K in Q1 2026. 173 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Bravera Wealth reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
Bravera Wealth sold 78 National Grid shares in Q2 2026, an estimated $6.6K.
Bravera Wealth first reported a position in National Grid in Q4 2025 and held it in 2 quarters.
Bravera Wealth's National Grid position peaked at $6.6K in Q1 2026.
173 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.