Elevated Capital Advisors’s National Grid NGG Stock Holding History

Elevated Capital Advisors’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	$11.9K	Hold	144	–	–	﹤0.01%	468
2026 Q1	$12.2K	Sell	144 -30	-17%	-$2.58K	﹤0.01%	446
2025 Q4	$13.5K	Buy	+174	New	+$13.1K	﹤0.01%	425
2024 Q2	–	Sell	-26,005	Closed	-$1.67M	–	242
2024 Q1	$1.67M	Buy	26,005 +1,156	+5%	+$73.1K	0.48%	65
2023 Q4	$1.59M	Sell	24,849 -1,312	-5%	-$78.3K	0.5%	69
2023 Q3	$1.49M	Sell	26,161 -847	-3%	-$51.2K	0.51%	69
2023 Q2	$1.71M	Sell	27,008 -203	-0.7%	-$13.3K	0.57%	62
2023 Q1	$1.74M	Buy	27,211 +173	+0.6%	+$10.4K	0.62%	53
2022 Q4	$1.54M	Buy	27,038 +2,214	+9%	+$118K	0.59%	62
2022 Q3	$1.19M	Buy	+24,824	New	+$1.49M	0.47%	75
2022 Q1	$1.43M	Buy	+20,669	New	+$1.37M	0.47%	69
2021 Q3	$947K	Buy	+17,949	New	+$1.03M	0.33%	96
2021 Q1	$865K	Buy	15,427 +196	+1%	+$10.2K	0.34%	99
2020 Q4	$795K	Sell	15,231 -1,002	-6%	-$53.1K	0.34%	99
2020 Q3	$900K	Sell	16,233 -477	-3%	-$24K	0.42%	81
2020 Q2	$850K	Buy	+16,710	New	+$847K	0.4%	95
2019 Q4	$311K	Buy	+5,617	New	+$289K	0.35%	81
2019 Q1	$600K	Buy	+12,270	New	+$594K	0.4%	92

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

Elevated Capital Advisors's NGG Position: Q2 2026 in Review

Elevated Capital Advisors held its National Grid (NGG) position steady in Q2 2026 at 144 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Elevated Capital Advisors first reported a position in NGG in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.74M in Q1 2023. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Elevated Capital Advisors held 144 shares of National Grid worth $11.9K as of Q2 2026.
Elevated Capital Advisors left its National Grid share count unchanged in Q2 2026.
National Grid made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #468 holding.
Elevated Capital Advisors first reported a position in National Grid in Q1 2019 and has held it in 18 quarters since.
Elevated Capital Advisors's National Grid position peaked at $1.74M in Q1 2023.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.