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Diversify Wealth Management’s National Grid NGG Stock Holding History

Diversify Wealth Management’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 		$352K Sell
4,329
-109
-2% -$9.27K 0.01% 997
2026
Q1 		$382K Buy
+4,438
New +$382K 0.01% 888

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

Diversify Wealth Management's NGG Position: Q2 2026 in Review

Diversify Wealth Management reduced its National Grid (NGG) stake by 2.5% in Q2 2026, selling an estimated $9.27K and leaving 4,329 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #997.

Diversify Wealth Management first reported a position in NGG in Q1 2026 and has held it in 2 quarters since. The position peaked at $382K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Diversify Wealth Management held 4,329 shares of National Grid worth $352K as of Q2 2026.
  • Diversify Wealth Management sold 109 National Grid shares in Q2 2026, an estimated $9.27K.
  • National Grid made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #997 holding.
  • Diversify Wealth Management first reported a position in National Grid in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's National Grid position peaked at $382K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.