Everett Harris & Co’s National Grid NGG Stock Holding History

Everett Harris & Co’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	$305K	Hold	3,682	–	–	﹤0.01%	256
2026 Q1	$312K	Hold	3,682	–	–	﹤0.01%	272
2025 Q4	$285K	Sell	3,682 -53	-1%	-$3.99K	﹤0.01%	291
2025 Q3	$268K	Hold	3,735	–	–	﹤0.01%	286
2025 Q2	$274K	Sell	3,735 -59	-2%	-$4.05K	﹤0.01%	283
2025 Q1	$238K	Hold	3,794	–	–	﹤0.01%	291
2024 Q4	$216K	Sell	3,794 -62	-2%	-$3.73K	﹤0.01%	274
2024 Q3	$253K	Hold	3,856	–	–	﹤0.01%	251
2024 Q2	$206K	Hold	3,856	–	–	﹤0.01%	259
2024 Q1	$248K	Sell	3,856 -14	-0.4%	-$886	﹤0.01%	248
2023 Q4	$248K	Hold	3,870	–	–	﹤0.01%	233
2023 Q3	$221K	Hold	3,870	–	–	﹤0.01%	236
2023 Q2	$246K	Hold	3,870	–	–	﹤0.01%	227
2023 Q1	$248K	Buy	3,870 +14	+0.4%	+$839	﹤0.01%	232
2022 Q4	$219K	Buy	+3,856	New	+$206K	﹤0.01%	240
2022 Q3	–	Sell	-3,921	Closed	-$235K	–	266
2022 Q2	$235K	Sell	3,921 -119	-3%	-$7.87K	﹤0.01%	242
2022 Q1	$279K	Hold	4,040	–	–	﹤0.01%	232
2021 Q4	$263K	Hold	4,040	–	–	﹤0.01%	238
2021 Q3	$213K	Hold	4,040	–	–	﹤0.01%	251
2021 Q2	$228K	Hold	4,040	–	–	﹤0.01%	247
2021 Q1	$212K	Hold	4,040	–	–	﹤0.01%	243
2020 Q4	$211K	Sell	4,040 -103	-2%	-$5.46K	﹤0.01%	241
2020 Q3	$212K	Hold	4,143	–	–	﹤0.01%	231
2020 Q2	$223K	Hold	4,143	–	–	﹤0.01%	220
2020 Q1	$214K	Sell	4,143 -5,080	-55%	-$281K	0.01%	199
2019 Q4	$511K	Sell	9,223 -314	-3%	-$16.1K	0.01%	179
2019 Q3	$457K	Sell	9,537 -259	-3%	-$12K	0.01%	176
2019 Q2	$461K	Hold	9,796	–	–	0.01%	180
2019 Q1	$484K	Sell	9,796 -1,037	-10%	-$50.2K	0.01%	173
2018 Q4	$460K	Sell	10,833 -1,035	-9%	-$48.3K	0.01%	168
2018 Q3	$544K	Hold	11,868	–	–	0.01%	169
2018 Q2	$586K	Sell	11,868 -3,368	-22%	-$170K	0.02%	154
2018 Q1	$760K	Sell	15,236 -14,888	-49%	-$726K	0.02%	141
2017 Q4	$1.57M	Sell	30,124 -1,657	-5%	-$88.4K	0.04%	112
2017 Q3	$1.76M	Hold	31,781	–	–	0.05%	106
2017 Q2	$1.77M	Sell	31,781 -8	-0%	-$489	0.05%	111
2017 Q1	$1.95M	Hold	31,789	–	–	0.06%	101
2016 Q4	$1.79M	Buy	31,789 +217	+0.7%	+$12.9K	0.06%	105
2016 Q3	$2.17M	Hold	31,572	–	–	0.08%	103
2016 Q2	$2.26M	Hold	31,572	–	–	0.08%	97
2016 Q1	$2.17M	Sell	31,572 -518	-2%	-$34.6K	0.08%	104
2015 Q4	$2.15M	Hold	32,090	–	–	0.08%	102
2015 Q3	$2.16M	Sell	32,090 -61	-0.2%	-$3.91K	0.08%	102
2015 Q2	$2M	Buy	32,151 +61	+0.2%	+$3.99K	0.07%	100
2015 Q1	$2M	Hold	32,090	–	–	0.07%	99
2014 Q4	$2.19M	Sell	32,090 -156	-0.5%	-$10.8K	0.07%	99
2014 Q3	$2.24M	Sell	32,246 -1,451	-4%	-$103K	0.08%	96
2014 Q2	$2.42M	Sell	33,697 -777	-2%	-$53.8K	0.09%	86
2014 Q1	$2.29M	Sell	34,474 -2,125	-6%	-$137K	0.09%	83
2013 Q4	$2.31M	Hold	36,599	–	–	0.09%	79
2013 Q3	$2.08M	Buy	36,599 +622	+2%	+$35.1K	0.09%	76
2013 Q2	$1.97M	Buy	+35,977	New	+$2.1M	0.08%	81

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

Everett Harris & Co's NGG Position: Q2 2026 in Review

Everett Harris & Co held its National Grid (NGG) position steady in Q2 2026 at 3,682 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Everett Harris & Co first reported a position in NGG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.42M in Q2 2014. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Everett Harris & Co held 3,682 shares of National Grid worth $305K as of Q2 2026.
Everett Harris & Co left its National Grid share count unchanged in Q2 2026.
National Grid made up ﹤0.01% of Everett Harris & Co's portfolio in Q2 2026, its #256 holding.
Everett Harris & Co first reported a position in National Grid in Q2 2013 and has held it in 52 quarters since.
Everett Harris & Co's National Grid position peaked at $2.42M in Q2 2014.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.