Frank Rimerman Advisors’s National Grid NGG Stock Holding History

Frank Rimerman Advisors’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	$309K	Buy	4,073 +189	+5%	+$15.1K	0.02%	511
2026 Q2	$322K	Buy	3,884 +82	+2%	+$6.97K	0.02%	510
2026 Q1	$322K	Buy	3,802 +109	+3%	+$9.39K	0.02%	479
2025 Q4	$286K	Buy	+3,693	New	+$278K	0.02%	517
2025 Q3	–	Sell	-3,233	Closed	-$237K	–	614
2025 Q2	$237K	Buy	+3,233	New	+$222K	0.02%	509

Other funds holding NGG

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Frank Rimerman Advisors's NGG Position: Q3 2026 in Review

Frank Rimerman Advisors increased its National Grid (NGG) stake by 4.9% in Q3 2026, buying an estimated $15.1K and bringing the position to 4,073 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #511.

Frank Rimerman Advisors first reported a position in NGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $322K in Q2 2026. 384 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

Frank Rimerman Advisors held 4,073 shares of National Grid worth $309K as of Q3 2026.
Frank Rimerman Advisors bought 189 National Grid shares in Q3 2026, an estimated $15.1K.
National Grid made up 0.02% of Frank Rimerman Advisors's portfolio in Q3 2026, its #511 holding.
Frank Rimerman Advisors first reported a position in National Grid in Q2 2025 and has held it in 5 quarters since.
Frank Rimerman Advisors's National Grid position peaked at $322K in Q2 2026.
384 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.