Callan Family Office’s National Grid NGG Stock Holding History

Callan Family Office’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	$3.78M	Buy	45,669 +1,744	+4%	+$148K	0.07%	239
2026 Q1	$3.72M	Sell	43,925 -2,015	-4%	-$174K	0.08%	237
2025 Q4	$3.55M	Buy	45,940 +31,484	+218%	+$2.37M	0.08%	240
2025 Q3	$1.04M	Sell	14,456 -4,212	-23%	-$295K	0.03%	368
2025 Q2	$1.37M	Buy	+18,668	New	+$1.28M	0.04%	340
2025 Q1	–	Sell	-5,918	Closed	-$337K	–	617
2024 Q4	$337K	Buy	+5,918	New	+$356K	0.02%	457

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

Callan Family Office's NGG Position: Q2 2026 in Review

Callan Family Office increased its National Grid (NGG) stake by 4% in Q2 2026, buying an estimated $148K and bringing the position to 45,669 shares worth $3.78M. The position accounts for 0.07% of the portfolio, ranked #239.

Callan Family Office first reported a position in NGG in Q4 2024 and has held it in 6 quarters since. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Callan Family Office held 45,669 shares of National Grid worth $3.78M as of Q2 2026.
Callan Family Office bought 1,744 National Grid shares in Q2 2026, an estimated $148K.
National Grid made up 0.07% of Callan Family Office's portfolio in Q2 2026, its #239 holding.
Callan Family Office first reported a position in National Grid in Q4 2024 and has held it in 6 quarters since.
615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.