Carson Wealth (CWM LLC)’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28M | Sell |
15,106
-4,077
| -21% | -$351K | ﹤0.01% | 1406 |
|
|
2025
Q4 | $1.48M | Sell |
19,183
-8,144
| -30% | -$613K | ﹤0.01% | 1291 |
|
|
2025
Q3 | $1.96M | Buy |
27,327
+10,803
| +65% | +$758K | 0.01% | 1101 |
|
|
2025
Q2 | $1.21M | Buy |
16,524
+11,875
| +255% | +$816K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $292K | Buy |
4,649
+645
| +16% | +$37.9K | ﹤0.01% | 1685 |
|
|
2024
Q4 | $228K | Sell |
4,004
-152
| -4% | -$9.15K | ﹤0.01% | 1740 |
|
|
2024
Q3 | $273K | Sell |
4,156
-108
| -3% | -$6.62K | ﹤0.01% | 1593 |
|
|
2024
Q2 | $228K | Sell |
4,264
-183
| -4% | -$11K | ﹤0.01% | 1525 |
|
|
2024
Q1 | $286K | Buy |
4,447
+818
| +23% | +$51.7K | ﹤0.01% | 1356 |
|
|
2023
Q4 | $233K | Buy |
3,629
+146
| +4% | +$8.72K | ﹤0.01% | 1349 |
|
|
2023
Q3 | $199K | Buy |
3,483
+792
| +29% | +$47.9K | ﹤0.01% | 1316 |
|
|
2023
Q2 | $171K | Buy |
2,691
+160
| +6% | +$10.5K | ﹤0.01% | 1318 |
|
|
2023
Q1 | $162K | Buy |
2,531
+50
| +2% | +$3K | ﹤0.01% | 1288 |
|
|
2022
Q4 | $141K | Buy |
2,481
+700
| +39% | +$37.4K | ﹤0.01% | 1242 |
|
|
2022
Q3 | $85K | Sell |
1,781
-895
| -33% | -$53.9K | ﹤0.01% | 1408 |
|
|
2022
Q2 | $160K | Sell |
2,676
-267
| -9% | -$17.7K | ﹤0.01% | 1136 |
|
|
2022
Q1 | $203K | Buy |
2,943
+466
| +19% | +$30.9K | ﹤0.01% | 1029 |
|
|
2021
Q4 | $161K | Buy |
+2,477
| New | +$145K | ﹤0.01% | 1110 |
|
|
2021
Q2 | $128K | Hold |
2,266
| – | – | ﹤0.01% | 1051 |
|
|
2021
Q1 | $128K | Hold |
2,266
| – | – | ﹤0.01% | 1051 |
|
|
2020
Q4 | $128K | Hold |
2,266
| – | – | ﹤0.01% | 1051 |
|
|
2020
Q3 | $128K | Hold |
2,266
| – | – | ﹤0.01% | 1051 |
|
|
2020
Q2 | $128K | Hold |
2,266
| – | – | ﹤0.01% | 1051 |
|
|
2020
Q1 | $128K | Hold |
2,266
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q4 | $128K | Hold |
2,266
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q3 | $128K | Hold |
2,266
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q2 | $128K | Hold |
2,266
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q1 | $128K | Buy |
2,266
+1,992
| +727% | +$96.4K | ﹤0.01% | 1051 |
|
|
2018
Q4 | $12K | Sell |
274
-5,219
| -95% | -$244K | ﹤0.01% | 1275 |
|
|
2018
Q3 | $252K | Buy |
5,493
+5,356
| +3,909% | +$255K | 0.01% | 481 |
|
|
2018
Q2 | $7K | Buy |
+137
| New | +$6.92K | ﹤0.01% | 1112 |
|
|
2017
Q4 | – | Sell |
-313
| Closed | -$17K | – | 1537 |
|
|
2017
Q3 | $17K | Buy |
+313
| New | +$17.5K | ﹤0.01% | 751 |
|
|
2017
Q1 | – | Sell |
-276
| Closed | -$16K | – | 1259 |
|
|
2016
Q4 | $16K | Hold |
276
| – | – | ﹤0.01% | 634 |
|
|
2016
Q3 | $19K | Hold |
276
| – | – | ﹤0.01% | 557 |
|
|
2016
Q2 | $20K | Hold |
276
| – | – | ﹤0.01% | 470 |
|
|
2016
Q1 | $19K | Hold |
276
| – | – | ﹤0.01% | 445 |
|
|
2015
Q4 | $19K | Buy |
+276
| New | +$18.7K | ﹤0.01% | 400 |
|
Other funds holding NGG
Carson Wealth (CWM LLC)'s NGG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its National Grid (NGG) stake by 21% in Q1 2026, selling an estimated $351K and leaving 15,106 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1406.
Carson Wealth (CWM LLC) first reported a position in NGG in Q4 2015 and has held it in 37 quarters since. The position peaked at $1.96M in Q3 2025. 588 funds tracked by Wall St. Rank hold NGG as of Q1 2026.
- Carson Wealth (CWM LLC) held 15,106 shares of National Grid worth $1.28M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 4,077 National Grid shares in Q1 2026, an estimated $351K.
- National Grid made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1406 holding.
- Carson Wealth (CWM LLC) first reported a position in National Grid in Q4 2015 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s National Grid position peaked at $1.96M in Q3 2025.
- 588 funds tracked by Wall St. Rank held National Grid as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.