Capital Investment Advisory Services’s National Grid NGG Stock Holding History

Capital Investment Advisory Services’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	$247K	Buy	2,983 +104	+4%	+$8.84K	0.02%	651
2026 Q1	$244K	Buy	+2,879	New	+$248K	0.02%	573
2019 Q4	–	Sell	-580	Closed	-$28K	–	1002
2019 Q3	$28K	Hold	580	–	–	0.01%	714
2019 Q2	$27K	Buy	580 +518	+835%	+$24.3K	0.01%	706
2019 Q1	$3K	Hold	62	–	–	﹤0.01%	1061
2018 Q4	$3K	Buy	+62	New	+$2.9K	﹤0.01%	1011

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

Capital Investment Advisory Services's NGG Position: Q2 2026 in Review

Capital Investment Advisory Services increased its National Grid (NGG) stake by 3.6% in Q2 2026, buying an estimated $8.84K and bringing the position to 2,983 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #651.

Capital Investment Advisory Services first reported a position in NGG in Q4 2018 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Capital Investment Advisory Services held 2,983 shares of National Grid worth $247K as of Q2 2026.
Capital Investment Advisory Services bought 104 National Grid shares in Q2 2026, an estimated $8.84K.
National Grid made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #651 holding.
Capital Investment Advisory Services first reported a position in National Grid in Q4 2018 and has held it in 6 quarters since.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.