Caldwell Sutter Capital’s National Grid NGG Stock Holding History

Caldwell Sutter Capital’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	$829	Hold	10	–	–	﹤0.01%	863
2026 Q1	$846	Hold	10	–	–	﹤0.01%	827
2025 Q4	$774	Hold	10	–	–	﹤0.01%	819
2025 Q3	$727	Hold	10	–	–	﹤0.01%	816
2025 Q2	$744	Hold	10	–	–	﹤0.01%	791
2025 Q1	$656	Sell	10 -16	-62%	-$940	﹤0.01%	817
2024 Q4	$1.49K	Sell	26 -27	-51%	-$1.63K	﹤0.01%	780
2024 Q3	$3.48K	Hold	53	–	–	﹤0.01%	695
2024 Q2	$2.84K	Buy	53 +11	+26%	+$663	﹤0.01%	708
2024 Q1	$2.73K	Buy	+42	New	+$2.66K	﹤0.01%	712

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

Caldwell Sutter Capital's NGG Position: Q2 2026 in Review

Caldwell Sutter Capital held its National Grid (NGG) position steady in Q2 2026 at 10 shares worth $829. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Caldwell Sutter Capital first reported a position in NGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.48K in Q3 2024. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Caldwell Sutter Capital held 10 shares of National Grid worth $829 as of Q2 2026.
Caldwell Sutter Capital left its National Grid share count unchanged in Q2 2026.
National Grid made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #863 holding.
Caldwell Sutter Capital first reported a position in National Grid in Q1 2024 and has held it in 10 quarters since.
Caldwell Sutter Capital's National Grid position peaked at $3.48K in Q3 2024.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.