Focus Partners Wealth
NGG icon

Focus Partners Wealth’s National Grid NGG Stock Holding History

Focus Partners Wealth’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 		$2.54M Buy
30,612
+991
+3% +$84.3K ﹤0.01% 1255
2026
Q1 		$2.51M Buy
29,621
+52
+0.2% +$4.48K ﹤0.01% 1214
2025
Q4 		$2.27M Buy
29,569
+15,706
+113% +$1.18M ﹤0.01% 1270
2025
Q3 		$993K Buy
13,863
+472
+4% +$33.1K ﹤0.01% 1288
2025
Q2 		$982K Buy
13,391
+2,560
+24% +$176K ﹤0.01% 1151
2025
Q1 		$681K Buy
10,831
+1,048
+11% +$61.6K ﹤0.01% 1207
2024
Q4 		$557K Buy
9,783
+3,586
+58% +$216K ﹤0.01% 1276
2024
Q3 		$407K Buy
+6,197
New +$380K ﹤0.01% 1214

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

Focus Partners Wealth's NGG Position: Q2 2026 in Review

Focus Partners Wealth increased its National Grid (NGG) stake by 3.3% in Q2 2026, buying an estimated $84.3K and bringing the position to 30,612 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Focus Partners Wealth first reported a position in NGG in Q3 2024 and has held it in 8 quarters since. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Focus Partners Wealth held 30,612 shares of National Grid worth $2.54M as of Q2 2026.
  • Focus Partners Wealth bought 991 National Grid shares in Q2 2026, an estimated $84.3K.
  • National Grid made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1255 holding.
  • Focus Partners Wealth first reported a position in National Grid in Q3 2024 and has held it in 8 quarters since.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.