Formidable Asset Management’s National Grid NGG Stock Holding History

Formidable Asset 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 Q2	$389K	Buy	4,599 +1	+0%	+$85	0.06%	268
2026 Q1	$356K	Hold	4,598	–	–	0.05%	284
2025 Q4	$334K	Sell	4,598 -880	-16%	-$66.2K	0.05%	317
2025 Q3	$402K	Hold	5,478	–	–	0.06%	277
2025 Q2	$354K	Sell	5,478 -160	-3%	-$11K	0.06%	287
2025 Q1	$354K	Sell	5,638 -527	-9%	-$31K	0.06%	287
2024 Q4	$351K	Sell	6,165 -1,849	-23%	-$111K	0.06%	280
2024 Q3	$526K	Sell	8,014 -74	-0.9%	-$4.54K	0.08%	216
2024 Q2	$433K	Buy	8,088 +1,942	+32%	+$117K	0.07%	255
2024 Q1	$395K	Buy	+6,146	New	+$389K	0.06%	252

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

Formidable Asset Management's NGG Position: Q2 2026 in Review

Formidable Asset Management increased its National Grid (NGG) stake by 0.02% in Q2 2026, buying an estimated $85 and bringing the position to 4,599 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #268.

Formidable Asset Management first reported a position in NGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $526K in Q3 2024. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Formidable Asset Management held 4,599 shares of National Grid worth $389K as of Q2 2026.
Formidable Asset Management bought 1 National Grid share in Q2 2026, an estimated $85.
National Grid made up 0.06% of Formidable Asset Management's portfolio in Q2 2026, its #268 holding.
Formidable Asset Management first reported a position in National Grid in Q1 2024 and has held it in 10 quarters since.
Formidable Asset Management's National Grid position peaked at $526K in Q3 2024.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.