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Garton & Associates Financial Advisors’s National Grid NGG Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-299
Closed -$23.1K – 488
2025
Q4 		$23.1K Buy
+299
New +$22.5K 0.01% 600

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Garton & Associates Financial Advisors's NGG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of National Grid (NGG) in Q1 2026, closing a stake of 299 shares — an estimated $23.1K sold.

Garton & Associates Financial Advisors first reported a position in NGG in Q4 2025 and held it in 1 quarter. The position peaked at $23.1K in Q4 2025. 588 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining National Grid position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 299 National Grid shares in Q1 2026, an estimated $23.1K.
  • Garton & Associates Financial Advisors first reported a position in National Grid in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's National Grid position peaked at $23.1K in Q4 2025.
  • 588 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.