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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dynasty Wealth Management's NGG Position: Q1 2026 in Review

Dynasty Wealth Management increased its National Grid (NGG) stake by 5.6% in Q1 2026, buying an estimated $19.6K and bringing the position to 4,302 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Dynasty Wealth Management first reported a position in NGG in Q3 2025 and has held it in 3 quarters since. 585 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

  • Dynasty Wealth Management held 4,302 shares of National Grid worth $364K as of Q1 2026.
  • Dynasty Wealth Management bought 228 National Grid shares in Q1 2026, an estimated $19.6K.
  • National Grid made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #269 holding.
  • Dynasty Wealth Management first reported a position in National Grid in Q3 2025 and has held it in 3 quarters since.
  • 585 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.