EWP
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Elevation Wealth Partners’s National Grid NGG Stock Holding History

Elevation Wealth Partners’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 		$2.5K Buy
33
+21
+175% +$1.68K ﹤0.01% 1218
2026
Q2 		$995 Buy
+12
New +$1.02K ﹤0.01% 1257

Other funds holding NGG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Elevation Wealth Partners's NGG Position: Q3 2026 in Review

Elevation Wealth Partners increased its National Grid (NGG) stake by 175% in Q3 2026, buying an estimated $1.68K and bringing the position to 33 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Elevation Wealth Partners first reported a position in NGG in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Elevation Wealth Partners held 33 shares of National Grid worth $2.5K as of Q3 2026.
  • Elevation Wealth Partners bought 21 National Grid shares in Q3 2026, an estimated $1.68K.
  • National Grid made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1218 holding.
  • Elevation Wealth Partners first reported a position in National Grid in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.