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Financial Management Professionals’s National Grid NGG Stock Holding History

Financial Management Professionals’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 		$17.5K Hold
211
– – ﹤0.01% 485
2026
Q1 		$17.9K Hold
211
– – ﹤0.01% 434
2025
Q4 		$16.5K Hold
211
– – ﹤0.01% 444
2025
Q3 		$15.1K Buy
211
+55
+35% +$3.86K ﹤0.01% 465
2025
Q2 		$11.7K Buy
156
+24
+18% +$1.65K ﹤0.01% 516
2025
Q1 		$8.27K Buy
132
+23
+21% +$1.35K ﹤0.01% 557
2024
Q4 		$6.18K Sell
109
-20
-16% -$1.2K ﹤0.01% 583
2024
Q3 		$8K Buy
129
+24
+23% +$1.47K ﹤0.01% 566
2024
Q2 		$6K Sell
105
-24
-19% -$1.45K ﹤0.01% 571
2024
Q1 		$8K Buy
129
+20
+18% +$1.26K ﹤0.01% 579
2023
Q4 		$7K Buy
109
+1
+0.9% +$60 ﹤0.01% 607
2023
Q3 		$6K Sell
108
-13
-11% -$786 ﹤0.01% 578
2023
Q2 		$8K Buy
121
+17
+16% +$1.11K ﹤0.01% 586
2023
Q1 		$7K Buy
104
+4
+4% +$240 ﹤0.01% 625
2022
Q4 		$6K Buy
100
+33
+49% +$1.76K ﹤0.01% 596
2022
Q3 		$3K Sell
67
-21
-24% -$1.26K ﹤0.01% 692
2022
Q2 		$5K Buy
88
+16
+22% +$1.06K ﹤0.01% 623
2022
Q1 		$5K Buy
72
+16
+29% +$1.06K ﹤0.01% 640
2021
Q4 		$4K Sell
56
-1
-2% -$59 ﹤0.01% 622
2021
Q3 		$3K Hold
57
– – ﹤0.01% 665
2021
Q2 		$3K Buy
57
+7
+14% +$398 ﹤0.01% 609
2021
Q1 		$3K Buy
50
+13
+35% +$678 ﹤0.01% 537
2020
Q4 		$2K Buy
+37
New +$1.96K ﹤0.01% 558
2020
Q3 		– Sell
-41
Closed -$2K – 622
2020
Q2 		$2K Buy
+41
New +$2.08K ﹤0.01% 509

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

Financial Management Professionals's NGG Position: Q2 2026 in Review

Financial Management Professionals held its National Grid (NGG) position steady in Q2 2026 at 211 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Financial Management Professionals first reported a position in NGG in Q2 2020 and has held it in 24 quarters since. The position peaked at $17.9K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Financial Management Professionals held 211 shares of National Grid worth $17.5K as of Q2 2026.
  • Financial Management Professionals left its National Grid share count unchanged in Q2 2026.
  • National Grid made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #485 holding.
  • Financial Management Professionals first reported a position in National Grid in Q2 2020 and has held it in 24 quarters since.
  • Financial Management Professionals's National Grid position peaked at $17.9K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.