Code Waechter’s National Grid NGG Stock Holding History

Code Waechter’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	$859K	Sell	10,361 -1,175	-10%	-$99.9K	0.44%	45
2026 Q1	$976K	Sell	11,536 -258	-2%	-$22.2K	0.58%	36
2025 Q4	$912K	Sell	11,794 -398	-3%	-$29.9K	0.59%	34
2025 Q3	$892K	Buy	12,192 +486	+4%	+$34.1K	0.58%	34
2025 Q2	$859K	Buy	11,706 +2,971	+34%	+$204K	0.61%	35
2025 Q1	$549K	Buy	+8,735	New	+$513K	0.45%	50

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

Code Waechter's NGG Position: Q2 2026 in Review

Code Waechter reduced its National Grid (NGG) stake by 10% in Q2 2026, selling an estimated $99.9K and leaving 10,361 shares worth $859K. The position accounts for 0.44% of the portfolio, ranked #45.

Code Waechter first reported a position in NGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $976K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Code Waechter held 10,361 shares of National Grid worth $859K as of Q2 2026.
Code Waechter sold 1,175 National Grid shares in Q2 2026, an estimated $99.9K.
National Grid made up 0.44% of Code Waechter's portfolio in Q2 2026, its #45 holding.
Code Waechter first reported a position in National Grid in Q1 2025 and has held it in 6 quarters since.
Code Waechter's National Grid position peaked at $976K in Q1 2026.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.