Creative Planning’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.8M | Buy |
163,238
+26,432
| +19% | +$2.28M | 0.01% | 560 |
|
|
2025
Q4 | $10.6M | Buy |
136,806
+29,893
| +28% | +$2.25M | 0.01% | 594 |
|
|
2025
Q3 | $7.66M | Buy |
106,913
+16,393
| +18% | +$1.15M | 0.01% | 672 |
|
|
2025
Q2 | $6.64M | Buy |
90,520
+14,953
| +20% | +$1.03M | 0.01% | 668 |
|
|
2025
Q1 | $4.75M | Buy |
75,567
+9,337
| +14% | +$549K | ﹤0.01% | 732 |
|
|
2024
Q4 | $3.77M | Sell |
66,230
-2,171
| -3% | -$131K | ﹤0.01% | 782 |
|
|
2024
Q3 | $4.49M | Buy |
68,401
+19,425
| +40% | +$1.19M | ﹤0.01% | 674 |
|
|
2024
Q2 | $2.62M | Sell |
48,976
-9,405
| -16% | -$567K | ﹤0.01% | 870 |
|
|
2024
Q1 | $3.75M | Buy |
58,381
+7,292
| +14% | +$461K | ﹤0.01% | 710 |
|
|
2023
Q4 | $3.27M | Sell |
51,089
-498
| -1% | -$29.7K | 0.01% | 708 |
|
|
2023
Q3 | $2.95M | Buy |
51,587
+5,408
| +12% | +$327K | ﹤0.01% | 699 |
|
|
2023
Q2 | $2.93M | Buy |
46,179
+5,049
| +12% | +$331K | ﹤0.01% | 675 |
|
|
2023
Q1 | $2.64M | Buy |
41,130
+2,089
| +5% | +$125K | ﹤0.01% | 691 |
|
|
2022
Q4 | $2.22M | Buy |
39,041
+7,229
| +23% | +$386K | ﹤0.01% | 714 |
|
|
2022
Q3 | $1.52M | Buy |
31,812
+3,685
| +13% | +$222K | ﹤0.01% | 782 |
|
|
2022
Q2 | $1.69M | Sell |
28,127
-874
| -3% | -$57.8K | ﹤0.01% | 775 |
|
|
2022
Q1 | $2M | Buy |
29,001
+2,654
| +10% | +$176K | ﹤0.01% | 723 |
|
|
2021
Q4 | $1.71M | Buy |
26,347
+143
| +0.5% | +$8.39K | ﹤0.01% | 738 |
|
|
2021
Q3 | $1.38M | Buy |
26,204
+10,684
| +69% | +$613K | ﹤0.01% | 804 |
|
|
2021
Q2 | $878K | Sell |
15,520
-2,508
| -14% | -$143K | ﹤0.01% | 998 |
|
|
2021
Q1 | $944K | Buy |
18,028
+3,008
| +20% | +$157K | ﹤0.01% | 1058 |
|
|
2020
Q4 | $784K | Buy |
15,020
+1,440
| +11% | +$76.4K | ﹤0.01% | 1068 |
|
|
2020
Q3 | $694K | Buy |
13,580
+1,538
| +13% | +$77.2K | ﹤0.01% | 961 |
|
|
2020
Q2 | $647K | Sell |
12,042
-119
| -1% | -$6.03K | ﹤0.01% | 920 |
|
|
2020
Q1 | $627K | Buy |
12,161
+769
| +7% | +$42.5K | ﹤0.01% | 840 |
|
|
2019
Q4 | $631K | Sell |
11,392
-4,488
| -28% | -$231K | ﹤0.01% | 992 |
|
|
2019
Q3 | $760K | Sell |
15,880
-1,400
| -8% | -$64.7K | ﹤0.01% | 868 |
|
|
2019
Q2 | $813K | Buy |
17,280
+1,751
| +11% | +$82.2K | ﹤0.01% | 850 |
|
|
2019
Q1 | $767K | Sell |
15,529
-3,127
| -17% | -$151K | ﹤0.01% | 839 |
|
|
2018
Q4 | $792K | Buy |
18,656
+2,643
| +17% | +$123K | ﹤0.01% | 767 |
|
|
2018
Q3 | $734K | Sell |
16,013
-296
| -2% | -$14.1K | ﹤0.01% | 891 |
|
|
2018
Q2 | $806K | Sell |
16,309
-4,153
| -20% | -$210K | ﹤0.01% | 868 |
|
|
2018
Q1 | $1.02M | Buy |
20,462
+3,136
| +18% | +$153K | ﹤0.01% | 726 |
|
|
2017
Q4 | $901K | Buy |
17,326
+737
| +4% | +$39.3K | ﹤0.01% | 791 |
|
|
2017
Q3 | $920K | Sell |
16,589
-4,846
| -23% | -$271K | ﹤0.01% | 756 |
|
|
2017
Q2 | $1.19M | Buy |
21,435
+3
| +0% | +$183 | 0.01% | 608 |
|
|
2017
Q1 | $1.31M | Sell |
21,432
-123
| -0.6% | -$7.1K | 0.01% | 571 |
|
|
2016
Q4 | $1.21M | Buy |
21,555
+1,250
| +6% | +$74K | 0.01% | 559 |
|
|
2016
Q3 | $1.39M | Buy |
20,305
+5,980
| +42% | +$414K | 0.01% | 479 |
|
|
2016
Q2 | $1.03M | Buy |
14,325
+183
| +1% | +$12.7K | 0.01% | 513 |
|
|
2016
Q1 | $974K | Sell |
14,142
-2,262
| -14% | -$151K | 0.01% | 516 |
|
|
2015
Q4 | $1.1M | Sell |
16,404
-1,950
| -11% | -$132K | 0.01% | 480 |
|
|
2015
Q3 | $1.23M | Buy |
18,354
+6,159
| +51% | +$395K | 0.01% | 422 |
|
|
2015
Q2 | $760K | Buy |
12,195
+3,676
| +43% | +$241K | 0.01% | 554 |
|
|
2015
Q1 | $531K | Buy |
8,519
+469
| +6% | +$30.9K | 0.01% | 714 |
|
|
2014
Q4 | $549K | Buy |
8,050
+1,592
| +25% | +$111K | 0.01% | 664 |
|
|
2014
Q3 | $448K | Buy |
6,458
+638
| +11% | +$45.3K | 0.01% | 701 |
|
|
2014
Q2 | $418K | Sell |
5,820
-1,216
| -17% | -$84.2K | 0.01% | 715 |
|
|
2014
Q1 | $467K | Buy |
7,036
+2,254
| +47% | +$145K | 0.01% | 646 |
|
|
2013
Q4 | $301K | Buy |
4,782
+606
| +15% | +$36.3K | 0.01% | 676 |
|
|
2013
Q3 | $238K | Buy |
4,176
+225
| +6% | +$12.7K | ﹤0.01% | 696 |
|
|
2013
Q2 | $216K | Buy |
+3,951
| New | +$231K | 0.01% | 660 |
|
Other funds holding NGG
Creative Planning's NGG Position: Q1 2026 in Review
Creative Planning increased its National Grid (NGG) stake by 19% in Q1 2026, buying an estimated $2.28M and bringing the position to 163,238 shares worth $13.8M. The position accounts for 0.01% of the portfolio, ranked #560.
Creative Planning first reported a position in NGG in Q2 2013 and has held it in 52 quarters since. 585 funds tracked by Wall St. Rank hold NGG as of Q1 2026.
- Creative Planning held 163,238 shares of National Grid worth $13.8M as of Q1 2026.
- Creative Planning bought 26,432 National Grid shares in Q1 2026, an estimated $2.28M.
- National Grid made up 0.01% of Creative Planning's portfolio in Q1 2026, its #560 holding.
- Creative Planning first reported a position in National Grid in Q2 2013 and has held it in 52 quarters since.
- 585 funds tracked by Wall St. Rank held National Grid as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.