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NGG icon

CoreCap Advisors’s National Grid NGG Stock Holding History

CoreCap 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
Q3 		$19K Buy
251
+104
+71% +$8.29K ﹤0.01% 1814
2026
Q2 		$12.2K Sell
147
-47
-24% -$4K ﹤0.01% 1997
2026
Q1 		$16.4K Hold
194
– – ﹤0.01% 1756
2025
Q4 		$15K Buy
194
+36
+23% +$2.71K ﹤0.01% 1800
2025
Q3 		$11.3K Hold
158
– – ﹤0.01% 1888
2025
Q2 		$11.6K Sell
158
-62
-28% -$4.26K ﹤0.01% 1813
2025
Q1 		$13.8K Buy
220
+57
+35% +$3.35K ﹤0.01% 1682
2024
Q4 		$9.27K Sell
163
-5
-3% -$301 ﹤0.01% 1798
2024
Q3 		$11K Buy
+168
New +$10.3K ﹤0.01% 1770
2024
Q2 		– Sell
-160
Closed -$10.3K – 2252
2024
Q1 		$10.3K Buy
+160
New +$10.1K ﹤0.01% 1735
2022
Q4 		$9.05K Buy
+159
New +$8.5K ﹤0.01% 1566
2022
Q3 		– Sell
-162
Closed -$10K – 1518
2022
Q2 		$10K Buy
+162
New +$10.7K ﹤0.01% 1478
2022
Q1 		– Sell
-221
Closed -$14K – 1508
2021
Q4 		$14K Buy
+221
New +$13K ﹤0.01% 1435

Other funds holding NGG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

CoreCap Advisors's NGG Position: Q3 2026 in Review

CoreCap Advisors increased its National Grid (NGG) stake by 71% in Q3 2026, buying an estimated $8.29K and bringing the position to 251 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

CoreCap Advisors first reported a position in NGG in Q4 2021 and has held it in 13 quarters since. 23 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • CoreCap Advisors held 251 shares of National Grid worth $19K as of Q3 2026.
  • CoreCap Advisors bought 104 National Grid shares in Q3 2026, an estimated $8.29K.
  • National Grid made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1814 holding.
  • CoreCap Advisors first reported a position in National Grid in Q4 2021 and has held it in 13 quarters since.
  • 23 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.