Dynasty Wealth Management’s National Grid NGG Stock Holding History

Dynasty 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	$378K	Buy	4,566 +264	+6%	+$22.4K	﹤0.01%	293
2026 Q1	$364K	Buy	4,302 +228	+6%	+$19.6K	﹤0.01%	269
2025 Q4	$315K	Buy	4,074 +686	+20%	+$51.6K	﹤0.01%	286
2025 Q3	$243K	Buy	+3,388	New	+$238K	﹤0.01%	283

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

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

Dynasty Wealth Management increased its National Grid (NGG) stake by 6.1% in Q2 2026, buying an estimated $22.4K and bringing the position to 4,566 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Dynasty Wealth Management first reported a position in NGG in Q3 2025 and has held it in 4 quarters since. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Dynasty Wealth Management held 4,566 shares of National Grid worth $378K as of Q2 2026.
Dynasty Wealth Management bought 264 National Grid shares in Q2 2026, an estimated $22.4K.
National Grid made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #293 holding.
Dynasty Wealth Management first reported a position in National Grid in Q3 2025 and has held it in 4 quarters since.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.