FWCM
NGG icon

Ferguson Wellman Capital Management’s National Grid NGG Stock Holding History

Ferguson Wellman Capital Management’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 		$24.1M Buy
317,204
+62,127
+24% +$4.96M 0.29% 72
2026
Q2 		$21.1M Buy
255,077
+3,575
+1% +$304K 0.26% 80
2026
Q1 		$21.3M Buy
+251,502
New +$21.7M 0.29% 75

Other funds holding NGG

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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management's NGG Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its National Grid (NGG) stake by 24% in Q3 2026, buying an estimated $4.96M and bringing the position to 317,204 shares worth $24.1M. The position accounts for 0.29% of the portfolio, ranked #72.

Ferguson Wellman Capital Management first reported a position in NGG in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Ferguson Wellman Capital Management held 317,204 shares of National Grid worth $24.1M as of Q3 2026.
  • Ferguson Wellman Capital Management bought 62,127 National Grid shares in Q3 2026, an estimated $4.96M.
  • National Grid made up 0.29% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #72 holding.
  • Ferguson Wellman Capital Management first reported a position in National Grid in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.