Corient Private Wealth
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Corient Private Wealth’s National Grid NGG Stock Holding History

Corient Private Wealth’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 		$7.18M Buy
86,620
+2,478
+3% +$211K 0.01% 753
2026
Q1 		$7.05M Sell
84,142
-204
-0.2% -$17.6K 0.01% 742
2025
Q4 		$6.52M Sell
84,346
-1,823
-2% -$137K 0.01% 684
2025
Q3 		$6.17M Buy
86,169
+1,116
+1% +$78.3K 0.01% 647
2025
Q2 		$6.24M Sell
85,053
-2,444
-3% -$168K 0.01% 640
2025
Q1 		$5.5M Sell
87,497
-4,062
-4% -$239K 0.01% 662
2024
Q4 		$5.21M Sell
91,559
-11,305
-11% -$680K 0.01% 682
2024
Q3 		$6.75M Buy
102,864
+1,614
+2% +$98.9K 0.01% 668
2024
Q2 		$5.42M Buy
101,250
+2,899
+3% +$175K 0.01% 685
2024
Q1 		$6.32M Sell
98,351
-2,393
-2% -$151K 0.01% 647
2023
Q4 		$6.45M Buy
100,744
+1,110
+1% +$66.3K 0.01% 630
2023
Q3 		$5.69M Sell
99,634
-156
-0.2% -$9.43K 0.01% 612
2023
Q2 		$6.33M Sell
99,790
-546
-0.5% -$35.8K 0.01% 568
2023
Q1 		$6.43M Buy
100,336
+10,278
+11% +$616K 0.02% 525
2022
Q4 		$5.12M Buy
+90,058
New +$4.81M 0.02% 499

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

Corient Private Wealth's NGG Position: Q2 2026 in Review

Corient Private Wealth increased its National Grid (NGG) stake by 2.9% in Q2 2026, buying an estimated $211K and bringing the position to 86,620 shares worth $7.18M. The position accounts for 0.01% of the portfolio, ranked #753.

Corient Private Wealth first reported a position in NGG in Q4 2022 and has held it in 15 quarters since. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Corient Private Wealth held 86,620 shares of National Grid worth $7.18M as of Q2 2026.
  • Corient Private Wealth bought 2,478 National Grid shares in Q2 2026, an estimated $211K.
  • National Grid made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #753 holding.
  • Corient Private Wealth first reported a position in National Grid in Q4 2022 and has held it in 15 quarters since.
  • 619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.