Concurrent Investment Advisors’s National Grid NGG Stock Holding History

Concurrent Investment 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	$1.16M	Buy	13,946 +1,530	+12%	+$130K	0.01%	940
2026 Q1	$1.05M	Sell	12,416 -1,752	-12%	-$151K	0.01%	859
2025 Q4	$1.1M	Buy	14,168 +6,315	+80%	+$475K	0.01%	781
2025 Q3	$563K	Buy	7,853 +1,691	+27%	+$119K	0.01%	863
2025 Q2	$452K	Buy	6,162 +2,151	+54%	+$148K	0.01%	888
2025 Q1	$252K	Buy	+4,011	New	+$236K	0.01%	1011

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

Concurrent Investment Advisors's NGG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its National Grid (NGG) stake by 12% in Q2 2026, buying an estimated $130K and bringing the position to 13,946 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #940.

Concurrent Investment Advisors first reported a position in NGG in Q1 2025 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Concurrent Investment Advisors held 13,946 shares of National Grid worth $1.16M as of Q2 2026.
Concurrent Investment Advisors bought 1,530 National Grid shares in Q2 2026, an estimated $130K.
National Grid made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #940 holding.
Concurrent Investment Advisors first reported a position in National Grid in Q1 2025 and has held it in 6 quarters since.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.