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 Q2	$267K	Sell	3,219 -11	-0.3%	-$935	0.09%	185
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

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

Brown Financial Advisors's NGG Position: Q2 2026 in Review

Brown Financial Advisors reduced its National Grid (NGG) stake by 0.34% in Q2 2026, selling an estimated $935 and leaving 3,219 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #185.

Brown Financial Advisors first reported a position in NGG in Q2 2024 and has held it in 3 quarters since. The position peaked at $273K in Q1 2026. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Brown Financial Advisors held 3,219 shares of National Grid worth $267K as of Q2 2026.
Brown Financial Advisors sold 11 National Grid shares in Q2 2026, an estimated $935.
National Grid made up 0.09% of Brown Financial Advisors's portfolio in Q2 2026, its #185 holding.
Brown Financial Advisors first reported a position in National Grid in Q2 2024 and has held it in 3 quarters since.
Brown Financial Advisors's National Grid position peaked at $273K in Q1 2026.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.