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Coastline Trust’s National Grid NGG Stock Holding History

Coastline Trust’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 		$7.54K Hold
91
– – ﹤0.01% 374
2026
Q1 		$7.7K Hold
91
– – ﹤0.01% 372
2025
Q4 		$7.04K Sell
91
-1
-1% -$75 ﹤0.01% 368
2025
Q3 		$6.61K Hold
92
– – ﹤0.01% 358
2025
Q2 		$6.77K Sell
92
-3
-3% -$206 ﹤0.01% 360
2025
Q1 		$5.97K Hold
95
– – ﹤0.01% 363
2024
Q4 		$5.41K Sell
95
-2
-2% -$120 ﹤0.01% 379
2024
Q3 		$6.34K Buy
+97
New +$5.95K ﹤0.01% 400

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

Coastline Trust's NGG Position: Q2 2026 in Review

Coastline Trust held its National Grid (NGG) position steady in Q2 2026 at 91 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Coastline Trust first reported a position in NGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.7K in Q1 2026. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Coastline Trust held 91 shares of National Grid worth $7.54K as of Q2 2026.
  • Coastline Trust left its National Grid share count unchanged in Q2 2026.
  • National Grid made up ﹤0.01% of Coastline Trust's portfolio in Q2 2026, its #374 holding.
  • Coastline Trust first reported a position in National Grid in Q3 2024 and has held it in 8 quarters since.
  • Coastline Trust's National Grid position peaked at $7.7K in Q1 2026.
  • 615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.