CIG
GRID

Cascade Investment Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Cascade Investment Group’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$452K Buy
2,355
+49
+2% +$9.2K 0.25% 91
2026
Q1 		$377K Buy
2,306
+649
+39% +$108K 0.25% 100
2025
Q4 		$254K Buy
1,657
+125
+8% +$19.2K 0.17% 118
2025
Q3 		$231K Buy
1,532
+29
+2% +$4.17K 0.15% 128
2025
Q2 		$209K Buy
+1,503
New +$187K 0.15% 134
2025
Q1 		– Sell
-1,875
Closed -$224K – 134
2024
Q4 		$224K Buy
+1,875
New +$233K 0.16% 127

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cascade Investment Group's GRID Position: Q2 2026 in Review

Cascade Investment Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 2.1% in Q2 2026, buying an estimated $9.2K and bringing the position to 2,355 shares worth $452K. The position accounts for 0.25% of the portfolio, ranked #91.

Cascade Investment Group first reported a position in GRID in Q4 2024 and has held it in 6 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Cascade Investment Group held 2,355 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $452K as of Q2 2026.
  • Cascade Investment Group bought 49 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $9.2K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.25% of Cascade Investment Group's portfolio in Q2 2026, its #91 holding.
  • Cascade Investment Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.