FP
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Financial Perspectives’s National Grid NGG Stock Holding History

Financial Perspectives’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 		$2.85K Hold
34
– – ﹤0.01% 633
2026
Q1 		$2.91K Hold
34
– – ﹤0.01% 624
2025
Q4 		$2.62K Hold
34
– – ﹤0.01% 628
2025
Q3 		$2.46K Buy
34
+1
+3% +$70 ﹤0.01% 626
2025
Q2 		$2.45K Sell
33
-1
-3% -$69 ﹤0.01% 621
2025
Q1 		$2.16K Buy
34
+1
+3% +$59 ﹤0.01% 620
2024
Q4 		$1.93K Sell
33
-1
-3% -$60 ﹤0.01% 627
2024
Q3 		$2.26K Buy
34
+3
+10% +$184 ﹤0.01% 579
2024
Q2 		$1.67K Hold
31
– – ﹤0.01% 589
2024
Q1 		$2K Sell
31
-269
-90% -$17K ﹤0.01% 569
2023
Q4 		$19.2K Hold
300
– – 0.01% 384
2023
Q3 		$17.1K Sell
300
-821
-73% -$49.6K 0.01% 380
2023
Q2 		$71.1K Hold
1,121
– – 0.03% 232
2023
Q1 		$71.8K Buy
1,121
+19
+2% +$1.14K 0.03% 227
2022
Q4 		$62.6K Sell
1,102
-18
-2% -$962 0.03% 227
2022
Q3 		$53.5K Buy
1,120
+32
+3% +$1.93K 0.03% 227
2022
Q2 		$65.2K Sell
1,088
-33
-3% -$2.18K 0.04% 212
2022
Q1 		$77.5K Hold
1,121
– – 0.04% 212
2021
Q4 		$72.9K Sell
1,121
-19
-2% -$1.11K 0.03% 204
2021
Q3 		$60.1K Hold
1,140
– – 0.03% 221
2021
Q2 		$64.5K Hold
1,140
– – 0.03% 231
2021
Q1 		$59.7K Hold
1,140
– – 0.03% 225
2020
Q4 		$59.5K Hold
1,140
– – 0.03% 208
2020
Q3 		$58.3K Hold
1,140
– – 0.04% 188
2020
Q2 		$61.2K Hold
1,140
– – 0.04% 173
2020
Q1 		$58.7K Hold
1,140
– – 0.05% 154
2019
Q4 		$63.2K Buy
+1,140
New +$58.6K 0.04% 158

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 Perspectives's NGG Position: Q2 2026 in Review

Financial Perspectives held its National Grid (NGG) position steady in Q2 2026 at 34 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Financial Perspectives first reported a position in NGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $77.5K in Q1 2022. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Financial Perspectives held 34 shares of National Grid worth $2.85K as of Q2 2026.
  • Financial Perspectives left its National Grid share count unchanged in Q2 2026.
  • National Grid made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #633 holding.
  • Financial Perspectives first reported a position in National Grid in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's National Grid position peaked at $77.5K in Q1 2022.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.