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Daymark Wealth Partners’s National Grid NGG Stock Holding History

Daymark Wealth Partners’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 		$230K Sell
2,775
-519
-16% -$44.1K 0.01% 720
2026
Q1 		$279K Sell
3,294
-802
-20% -$69.1K 0.01% 599
2025
Q4 		$317K Sell
4,096
-155
-4% -$11.7K 0.01% 475
2025
Q3 		$305K Buy
+4,251
New +$298K 0.01% 476

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

Daymark Wealth Partners's NGG Position: Q2 2026 in Review

Daymark Wealth Partners reduced its National Grid (NGG) stake by 16% in Q2 2026, selling an estimated $44.1K and leaving 2,775 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #720.

Daymark Wealth Partners first reported a position in NGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $317K in Q4 2025. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Daymark Wealth Partners held 2,775 shares of National Grid worth $230K as of Q2 2026.
  • Daymark Wealth Partners sold 519 National Grid shares in Q2 2026, an estimated $44.1K.
  • National Grid made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #720 holding.
  • Daymark Wealth Partners first reported a position in National Grid in Q3 2025 and has held it in 4 quarters since.
  • Daymark Wealth Partners's National Grid position peaked at $317K in Q4 2025.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.