Cordatus Wealth Management’s National Grid NGG Stock Holding History

Cordatus Wealth Management’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	$477K	Buy	5,760 +60	+1%	+$5.1K	0.1%	120
2026 Q1	$482K	Buy	+5,700	New	+$491K	0.11%	116
2022 Q2	–	Sell	-14,566	Closed	-$1.01M	–	158
2022 Q1	$1.01M	Buy	+14,566	New	+$965K	0.35%	107

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

Cordatus Wealth Management's NGG Position: Q2 2026 in Review

Cordatus Wealth Management increased its National Grid (NGG) stake by 1.1% in Q2 2026, buying an estimated $5.1K and bringing the position to 5,760 shares worth $477K. The position accounts for 0.1% of the portfolio, ranked #120.

Cordatus Wealth Management first reported a position in NGG in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2022. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Cordatus Wealth Management held 5,760 shares of National Grid worth $477K as of Q2 2026.
Cordatus Wealth Management bought 60 National Grid shares in Q2 2026, an estimated $5.1K.
National Grid made up 0.1% of Cordatus Wealth Management's portfolio in Q2 2026, its #120 holding.
Cordatus Wealth Management first reported a position in National Grid in Q1 2022 and has held it in 3 quarters since.
Cordatus Wealth Management's National Grid position peaked at $1.01M in Q1 2022.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.