CVA Family Office’s National Grid NGG Stock Holding History

CVA Family Office’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	$2.82K	Hold	34	–	–	﹤0.01%	1449
2026 Q1	$2.88K	Hold	34	–	–	﹤0.01%	1421
2025 Q4	$2.63K	Hold	34	–	–	﹤0.01%	952
2025 Q3	$2.47K	Hold	34	–	–	﹤0.01%	974
2025 Q2	$2.53K	Sell	34 -1	-3%	-$69	﹤0.01%	962
2025 Q1	$2.23K	Hold	35	–	–	﹤0.01%	992
2024 Q4	$2.02K	Sell	35 -13	-27%	-$782	﹤0.01%	990
2024 Q3	$3.13K	Buy	+48	New	+$2.94K	﹤0.01%	917
2024 Q2	–	Sell	-104	Closed	-$6.69K	–	1294
2024 Q1	$6.69K	Hold	104	–	–	﹤0.01%	808
2023 Q4	$6.66K	Buy	+104	New	+$6.21K	﹤0.01%	780
2023 Q3	–	Sell	-16	Closed	-$1.01K	–	694
2023 Q2	$1.01K	Buy	+16	New	+$1.05K	﹤0.01%	945

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

CVA Family Office's NGG Position: Q2 2026 in Review

CVA Family Office held its National Grid (NGG) position steady in Q2 2026 at 34 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

CVA Family Office first reported a position in NGG in Q2 2023 and has held it in 11 quarters since. The position peaked at $6.69K in Q1 2024. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

CVA Family Office held 34 shares of National Grid worth $2.82K as of Q2 2026.
CVA Family Office left its National Grid share count unchanged in Q2 2026.
National Grid made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1449 holding.
CVA Family Office first reported a position in National Grid in Q2 2023 and has held it in 11 quarters since.
CVA Family Office's National Grid position peaked at $6.69K in Q1 2024.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.