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	$7.13M	Buy	86,075 +1,933	+2%	+$164K	0.01%	765
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 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

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

Corient Private Wealth increased its National Grid (NGG) stake by 2.3% in Q2 2026, buying an estimated $164K and bringing the position to 86,075 shares worth $7.13M. The position accounts for 0.01% of the portfolio, ranked #765.

Corient Private Wealth first reported a position in NGG in Q4 2022 and has held it in 15 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Corient Private Wealth held 86,075 shares of National Grid worth $7.13M as of Q2 2026.
Corient Private Wealth bought 1,933 National Grid shares in Q2 2026, an estimated $164K.
National Grid made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #765 holding.
Corient Private Wealth first reported a position in National Grid in Q4 2022 and has held it in 15 quarters since.
613 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.