Cornerstone Planning Group
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Cornerstone Planning Group’s National Grid NGG Stock Holding History

Cornerstone Planning Group’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 		– Sell
-408
Closed -$34.2K – 1146
2026
Q2 		$34.2K Buy
408
+237
+139% +$20.2K ﹤0.01% 501
2026
Q1 		$15K Buy
171
+12
+8% +$1.03K ﹤0.01% 771
2025
Q4 		$13.5K Buy
159
+9
+6% +$677 ﹤0.01% 710
2025
Q3 		$11.3K Buy
150
+104
+226% +$7.29K ﹤0.01% 744
2025
Q2 		$3.25K Sell
46
-1
-2% -$69 ﹤0.01% 828
2025
Q1 		$3.23K Buy
47
+8
+21% +$470 ﹤0.01% 856
2024
Q4 		$2.28K Buy
39
+3
+8% +$181 ﹤0.01% 765
2024
Q3 		$2.21K Buy
36
+9
+33% +$552 ﹤0.01% 748
2024
Q2 		$1.55K Buy
27
+7
+35% +$422 ﹤0.01% 841
2024
Q1 		$1.3K Buy
+20
New +$1.26K ﹤0.01% 733
2023
Q3 		– Sell
-10
Closed -$606 – 1278
2023
Q2 		$606 Buy
+10
New +$656 ﹤0.01% 1437
2022
Q4 		$579 Buy
+10
New +$535 ﹤0.01% 1437

Other funds holding NGG

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Cornerstone Planning Group's NGG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of National Grid (NGG) in Q3 2026, closing a stake of 408 shares — an estimated $34.2K sold.

Cornerstone Planning Group first reported a position in NGG in Q4 2022 and held it in 12 quarters. The position peaked at $34.2K in Q2 2026. 107 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining National Grid position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 408 National Grid shares in Q3 2026, an estimated $34.2K.
  • Cornerstone Planning Group first reported a position in National Grid in Q4 2022 and held it in 12 quarters.
  • Cornerstone Planning Group's National Grid position peaked at $34.2K in Q2 2026.
  • 107 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.