Bruce G. Allen Investments’s National Grid NGG Stock Holding History

Bruce G. Allen Investments’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	$89.6K	Sell	1,081 -53	-5%	-$4.51K	0.06%	169
2026 Q1	$95.9K	Sell	1,134 -2	-0.2%	-$172	0.06%	165
2025 Q4	$87.9K	Sell	1,136 -18	-2%	-$1.35K	0.06%	181
2025 Q3	$82.7K	Buy	1,154 +3	+0.3%	+$210	0.06%	190
2025 Q2	$84.5K	Buy	1,151 +6	+0.5%	+$412	0.06%	179
2025 Q1	$72K	Buy	1,145 +33	+3%	+$1.94K	0.06%	184
2024 Q4	$63.3K	Sell	1,112 -34	-3%	-$2.05K	0.05%	217
2024 Q3	$75.2K	Sell	1,146 -2	-0.2%	-$123	0.06%	191
2024 Q2	$61.5K	Buy	1,148 +236	+26%	+$14.2K	0.05%	210
2024 Q1	$58.6K	Sell	912 -170	-16%	-$10.8K	0.05%	214
2023 Q4	$69.3K	Buy	+1,082	New	+$64.6K	0.06%	186

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

Bruce G. Allen Investments's NGG Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its National Grid (NGG) stake by 4.7% in Q2 2026, selling an estimated $4.51K and leaving 1,081 shares worth $89.6K. The position accounts for 0.06% of the portfolio, ranked #169.

Bruce G. Allen Investments first reported a position in NGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $95.9K in Q1 2026. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Bruce G. Allen Investments held 1,081 shares of National Grid worth $89.6K as of Q2 2026.
Bruce G. Allen Investments sold 53 National Grid shares in Q2 2026, an estimated $4.51K.
National Grid made up 0.06% of Bruce G. Allen Investments's portfolio in Q2 2026, its #169 holding.
Bruce G. Allen Investments first reported a position in National Grid in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's National Grid position peaked at $95.9K in Q1 2026.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.