EFS
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Essex Financial Services’s National Grid NGG Stock Holding History

Essex Financial Services’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 		$216K Buy
2,605
+44
+2% +$3.74K 0.01% 774
2026
Q1 		$217K Sell
2,561
-144
-5% -$12.4K 0.01% 728
2025
Q4 		$209K Buy
+2,705
New +$203K 0.01% 746

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

Essex Financial Services's NGG Position: Q2 2026 in Review

Essex Financial Services increased its National Grid (NGG) stake by 1.7% in Q2 2026, buying an estimated $3.74K and bringing the position to 2,605 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #774.

Essex Financial Services first reported a position in NGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $217K in Q1 2026. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Essex Financial Services held 2,605 shares of National Grid worth $216K as of Q2 2026.
  • Essex Financial Services bought 44 National Grid shares in Q2 2026, an estimated $3.74K.
  • National Grid made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #774 holding.
  • Essex Financial Services first reported a position in National Grid in Q4 2025 and has held it in 3 quarters since.
  • Essex Financial Services's National Grid position peaked at $217K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.