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BFC Planning, Inc.’s National Grid NGG Stock Holding History

BFC Planning, Inc.’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 		$239K Buy
2,889
+936
+48% +$79.6K 0.01% 872
2026
Q1 		$165K Sell
1,953
-597
-23% -$51.4K 0.01% 938
2025
Q4 		$197K Buy
2,550
+99
+4% +$7.45K 0.01% 874
2025
Q3 		$176K Buy
2,451
+4
+0.2% +$281 0.01% 723
2025
Q2 		$179K Sell
2,447
-387
-14% -$26.6K 0.01% 673
2025
Q1 		$178K Buy
2,834
+353
+14% +$20.7K 0.02% 655
2024
Q4 		$141K Buy
+2,481
New +$149K 0.01% 738

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 $89B AUM 37.98% 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

BFC Planning, Inc.'s NGG Position: Q2 2026 in Review

BFC Planning, Inc. increased its National Grid (NGG) stake by 48% in Q2 2026, buying an estimated $79.6K and bringing the position to 2,889 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #872.

BFC Planning, Inc. first reported a position in NGG in Q4 2024 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • BFC Planning, Inc. held 2,889 shares of National Grid worth $239K as of Q2 2026.
  • BFC Planning, Inc. bought 936 National Grid shares in Q2 2026, an estimated $79.6K.
  • National Grid made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #872 holding.
  • BFC Planning, Inc. first reported a position in National Grid in Q4 2024 and has held it in 7 quarters since.
  • 622 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.