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EP Wealth Advisors’s National Grid NGG Stock Holding History

EP Wealth 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 		$370K Buy
4,465
+1,089
+32% +$92.6K ﹤0.01% 1180
2026
Q1 		$286K Sell
3,376
-853
-20% -$73.5K ﹤0.01% 1196
2025
Q4 		$327K Buy
+4,229
New +$318K ﹤0.01% 1088
2019
Q4 		– Sell
-16,961
Closed -$812K – 428
2019
Q3 		$812K Buy
+16,961
New +$784K 0.04% 184

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EP Wealth Advisors's NGG Position: Q2 2026 in Review

EP Wealth Advisors increased its National Grid (NGG) stake by 32% in Q2 2026, buying an estimated $92.6K and bringing the position to 4,465 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

EP Wealth Advisors first reported a position in NGG in Q3 2019 and has held it in 4 quarters since. The position peaked at $812K in Q3 2019. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • EP Wealth Advisors held 4,465 shares of National Grid worth $370K as of Q2 2026.
  • EP Wealth Advisors bought 1,089 National Grid shares in Q2 2026, an estimated $92.6K.
  • National Grid made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1180 holding.
  • EP Wealth Advisors first reported a position in National Grid in Q3 2019 and has held it in 4 quarters since.
  • EP Wealth Advisors's National Grid position peaked at $812K in Q3 2019.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.