EverSource Wealth Advisors’s National Grid NGG Stock Holding History

EverSource 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	$287K	Sell	3,464 -1,252	-27%	-$106K	0.01%	823
2026 Q1	$399K	Buy	4,716 +1,253	+36%	+$108K	0.01%	706
2025 Q4	$268K	Sell	3,463 -277	-7%	-$20.8K	0.01%	818
2025 Q3	$268K	Buy	3,740 +126	+3%	+$8.84K	0.01%	775
2025 Q2	$265K	Buy	3,614 +1,531	+73%	+$105K	0.01%	735
2025 Q1	$131K	Buy	2,083 +1,059	+103%	+$62.2K	0.01%	814
2024 Q4	$58.3K	Sell	1,024 -83	-7%	-$4.99K	﹤0.01%	1118
2024 Q3	$72.7K	Buy	1,107 +88	+9%	+$5.39K	﹤0.01%	909
2024 Q2	$61.9K	Sell	1,019 -192	-16%	-$11.6K	﹤0.01%	992
2024 Q1	$76.1K	Buy	1,211 +262	+28%	+$16.6K	0.01%	816
2023 Q4	$60.8K	Buy	949 +262	+38%	+$15.6K	0.01%	822
2023 Q3	$39.2K	Buy	687 +24	+4%	+$1.45K	﹤0.01%	905
2023 Q2	$42.1K	Hold	663	–	–	﹤0.01%	903
2023 Q1	$42.5K	Sell	663 -6	-0.9%	-$360	0.01%	844
2022 Q4	$38K	Buy	669 +104	+18%	+$5.56K	0.01%	860
2022 Q3	$27K	Buy	565 +46	+9%	+$2.77K	0.01%	801
2022 Q2	$31K	Sell	519 -16	-3%	-$1.06K	0.01%	724
2022 Q1	$37K	Sell	535 -11	-2%	-$729	0.01%	521
2021 Q4	$36K	Buy	+546	New	+$32K	0.01%	490

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

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

EverSource Wealth Advisors reduced its National Grid (NGG) stake by 27% in Q2 2026, selling an estimated $106K and leaving 3,464 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #823.

EverSource Wealth Advisors first reported a position in NGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $399K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

EverSource Wealth Advisors held 3,464 shares of National Grid worth $287K as of Q2 2026.
EverSource Wealth Advisors sold 1,252 National Grid shares in Q2 2026, an estimated $106K.
National Grid made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #823 holding.
EverSource Wealth Advisors first reported a position in National Grid in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's National Grid position peaked at $399K in Q1 2026.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.