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Brown Financial Advisors’s National Grid NGG Stock Holding History

Brown Financial Advisors’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
Q1 		$273K Buy
+3,230
New +$278K 0.1% 157
2024
Q3 		– Sell
-30
Closed -$1.59K – 186
2024
Q2 		$1.59K Buy
+30
New +$1.81K ﹤0.01% 205

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Financial Advisors's NGG Position: Q1 2026 in Review

Brown Financial Advisors opened a new position in National Grid (NGG) in Q1 2026: 3,230 shares worth $273K. The stake represents 0.1% of the portfolio and ranks #157 among its holdings. This is a return to the name: Brown Financial Advisors previously reported a position in NGG as recently as Q2 2024.

Brown Financial Advisors first reported a position in NGG in Q2 2024 and has held it in 2 quarters since. 588 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

  • Brown Financial Advisors held 3,230 shares of National Grid worth $273K as of Q1 2026.
  • National Grid was a new Brown Financial Advisors position in Q1 2026.
  • National Grid made up 0.1% of Brown Financial Advisors's portfolio in Q1 2026, its #157 holding.
  • Brown Financial Advisors first reported a position in National Grid in Q2 2024 and has held it in 2 quarters since.
  • 588 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.