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Clearstead Advisors’s National Grid NGG Stock Holding History

Clearstead Advisors’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 		$154K Buy
1,853
+1,159
+167% +$98.5K ﹤0.01% 1136
2026
Q1 		$58.7K Hold
694
– – ﹤0.01% 1244
2025
Q4 		$53.7K Sell
694
-10
-1% -$752 ﹤0.01% 1379
2025
Q3 		$50.4K Sell
704
-82
-10% -$5.75K ﹤0.01% 1281
2025
Q2 		$57.7K Sell
786
-39
-5% -$2.68K ﹤0.01% 1245
2025
Q1 		$51.8K Sell
825
-458
-36% -$26.9K ﹤0.01% 1165
2024
Q4 		$73K Buy
1,283
+6
+0.5% +$361 ﹤0.01% 1086
2024
Q3 		$83.8K Sell
1,277
-54
-4% -$3.31K ﹤0.01% 1068
2024
Q2 		$71.2K Buy
1,331
+967
+266% +$58.3K ﹤0.01% 1079
2024
Q1 		$24.3K Hold
364
– – ﹤0.01% 910
2023
Q4 		$23.3K Hold
364
– – ﹤0.01% 913
2023
Q3 		$20.8K Sell
364
-126
-26% -$7.62K ﹤0.01% 886
2023
Q2 		$31.1K Buy
490
+126
+35% +$8.27K ﹤0.01% 826
2023
Q1 		$23.3K Hold
364
– – ﹤0.01% 819
2022
Q4 		$20.7K Sell
364
-6
-2% -$321 ﹤0.01% 793
2022
Q3 		$18K Hold
370
– – ﹤0.01% 791
2022
Q2 		$22K Sell
370
-384
-51% -$25.4K ﹤0.01% 781
2022
Q1 		$52K Buy
754
+373
+98% +$24.7K ﹤0.01% 675
2021
Q4 		$25K Sell
381
-7
-2% -$411 ﹤0.01% 773
2021
Q3 		$20K Hold
388
– – ﹤0.01% 822
2021
Q2 		$22K Hold
388
– – ﹤0.01% 695
2021
Q1 		$20K Hold
388
– – ﹤0.01% 680
2020
Q4 		$20K Buy
+388
New +$20.6K ﹤0.01% 634

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clearstead Advisors's NGG Position: Q2 2026 in Review

Clearstead Advisors increased its National Grid (NGG) stake by 167% in Q2 2026, buying an estimated $98.5K and bringing the position to 1,853 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Clearstead Advisors first reported a position in NGG in Q4 2020 and has held it in 23 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Clearstead Advisors held 1,853 shares of National Grid worth $154K as of Q2 2026.
  • Clearstead Advisors bought 1,159 National Grid shares in Q2 2026, an estimated $98.5K.
  • National Grid made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1136 holding.
  • Clearstead Advisors first reported a position in National Grid in Q4 2020 and has held it in 23 quarters since.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.