CPG
NGG icon

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
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

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

Cornerstone Planning Group's NGG Position: Q2 2026 in Review

Cornerstone Planning Group increased its National Grid (NGG) stake by 139% in Q2 2026, buying an estimated $20.2K and bringing the position to 408 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Cornerstone Planning Group first reported a position in NGG in Q4 2022 and has held it in 12 quarters since. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Cornerstone Planning Group held 408 shares of National Grid worth $34.2K as of Q2 2026.
  • Cornerstone Planning Group bought 237 National Grid shares in Q2 2026, an estimated $20.2K.
  • National Grid made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #501 holding.
  • Cornerstone Planning Group first reported a position in National Grid in Q4 2022 and has held it in 12 quarters since.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.