Dynasty Wealth Management
NGG icon

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
Q3 		$302K Sell
3,987
-579
-13% -$46.2K ﹤0.01% 291
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dynasty Wealth Management's NGG Position: Q3 2026 in Review

Dynasty Wealth Management reduced its National Grid (NGG) stake by 13% in Q3 2026, selling an estimated $46.2K and leaving 3,987 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Dynasty Wealth Management first reported a position in NGG in Q3 2025 and has held it in 5 quarters since. The position peaked at $378K in Q2 2026. 506 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Dynasty Wealth Management held 3,987 shares of National Grid worth $302K as of Q3 2026.
  • Dynasty Wealth Management sold 579 National Grid shares in Q3 2026, an estimated $46.2K.
  • National Grid made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q3 2026, its #291 holding.
  • Dynasty Wealth Management first reported a position in National Grid in Q3 2025 and has held it in 5 quarters since.
  • Dynasty Wealth Management's National Grid position peaked at $378K in Q2 2026.
  • 506 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Dynasty Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.