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Cromwell Holdings’s National Grid NGG Stock Holding History

Cromwell Holdings’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 		$206K Buy
2,480
+170
+7% +$14.5K 0.09% 203
2026
Q1 		$195K Buy
2,310
+373
+19% +$32.1K 0.11% 188
2025
Q4 		$152K Sell
1,937
-28
-1% -$2.11K 0.08% 231
2025
Q3 		$141K Buy
1,965
+251
+15% +$17.6K 0.08% 252
2025
Q2 		$129K Sell
1,714
-50
-3% -$3.44K 0.08% 254
2025
Q1 		$111K Buy
1,764
+181
+11% +$10.6K 0.07% 271
2024
Q4 		$90.7K Buy
1,583
+900
+132% +$54.2K 0.05% 309
2024
Q3 		$44.9K Buy
683
+135
+25% +$8.27K 0.03% 479
2024
Q2 		$38.3K Buy
+548
New +$33K 0.02% 491

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

Cromwell Holdings's NGG Position: Q2 2026 in Review

Cromwell Holdings increased its National Grid (NGG) stake by 7.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 2,480 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #203.

Cromwell Holdings first reported a position in NGG in Q2 2024 and has held it in 9 quarters since. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Cromwell Holdings held 2,480 shares of National Grid worth $206K as of Q2 2026.
  • Cromwell Holdings bought 170 National Grid shares in Q2 2026, an estimated $14.5K.
  • National Grid made up 0.09% of Cromwell Holdings's portfolio in Q2 2026, its #203 holding.
  • Cromwell Holdings first reported a position in National Grid in Q2 2024 and has held it in 9 quarters since.
  • 615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.