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Concord Wealth Partners’s National Grid NGG Stock Holding History

Concord Wealth Partners’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 		$179K Buy
+2,162
New +$184K 0.02% 230
2026
Q1 		– Sell
-2,132
Closed -$165K – 588
2025
Q4 		$165K Sell
2,132
-31
-1% -$2.33K 0.02% 209
2025
Q3 		$155K Buy
2,163
+62
+3% +$4.35K 0.02% 216
2025
Q2 		$154K Sell
2,101
-61
-3% -$4.19K 0.02% 225
2025
Q1 		$136K Buy
2,162
+19
+0.9% +$1.12K 0.02% 217
2024
Q4 		$122K Sell
2,143
-36
-2% -$2.17K 0.02% 236
2024
Q3 		$143K Buy
2,179
+219
+11% +$13.4K 0.02% 231
2024
Q2 		$105K Hold
1,960
– – 0.02% 240
2024
Q1 		$126K Buy
1,960
+36
+2% +$2.28K 0.02% 249
2023
Q4 		$123K Sell
1,924
-116
-6% -$6.92K 0.02% 258
2023
Q3 		$117K Buy
2,040
+182
+10% +$11K 0.02% 263
2023
Q2 		$118K Hold
1,858
– – 0.03% 256
2023
Q1 		$119K Buy
1,858
+31
+2% +$1.86K 0.03% 227
2022
Q4 		$104K Buy
+1,827
New +$97.7K 0.03% 245
2022
Q3 		– Sell
-1,812
Closed -$109K – 772
2022
Q2 		$109K Sell
1,812
-376
-17% -$24.9K 0.03% 251
2022
Q1 		$151K Sell
2,188
-648
-23% -$43K 0.04% 229
2021
Q4 		$185K Buy
2,836
+2,818
+15,656% +$165K 0.05% 203
2021
Q3 		$1K Sell
18
-66
-79% -$3.79K ﹤0.01% 853
2021
Q2 		$5K Buy
+84
New +$4.78K ﹤0.01% 735
2021
Q1 		– Sell
-473
Closed -$25K – 1044
2020
Q4 		$25K Buy
+473
New +$25.1K 0.02% 284

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

Concord Wealth Partners's NGG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in National Grid (NGG) in Q2 2026: 2,162 shares worth $179K. The stake represents 0.02% of the portfolio and ranks #230 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in NGG as recently as Q4 2025.

Concord Wealth Partners first reported a position in NGG in Q4 2020 and has held it in 20 quarters since. The position peaked at $185K in Q4 2021. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Concord Wealth Partners held 2,162 shares of National Grid worth $179K as of Q2 2026.
  • National Grid was a new Concord Wealth Partners position in Q2 2026.
  • National Grid made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #230 holding.
  • Concord Wealth Partners first reported a position in National Grid in Q4 2020 and has held it in 20 quarters since.
  • Concord Wealth Partners's National Grid position peaked at $185K in Q4 2021.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.