GM Advisory Group’s National Grid NGG Stock Holding History

GM Advisory Group’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	$822K	Buy	+9,715	New	+$837K	0.03%	185
2017 Q2	–	Sell	-3,985	Closed	-$244K	–	120
2017 Q1	$244K	Buy	3,985 +103	+3%	+$5.95K	0.08%	89
2016 Q4	$221K	Buy	+3,882	New	+$230K	0.08%	99
2016 Q1	–	Sell	-21,445	Closed	-$1.44M	–	52
2015 Q4	$1.44M	Buy	+21,445	New	+$1.45M	0.72%	21
2015 Q2	–	Sell	-23,136	Closed	-$1.44M	–	41
2015 Q1	$1.44M	Buy	+23,136	New	+$1.52M	0.58%	23

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GM Advisory Group's NGG Position: Q1 2026 in Review

GM Advisory Group opened a new position in National Grid (NGG) in Q1 2026: 9,715 shares worth $822K. The stake represents 0.03% of the portfolio and ranks #185 among its holdings. This is a return to the name: GM Advisory Group previously reported a position in NGG as recently as Q1 2017.

GM Advisory Group first reported a position in NGG in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.44M in Q1 2015. 585 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

GM Advisory Group held 9,715 shares of National Grid worth $822K as of Q1 2026.
National Grid was a new GM Advisory Group position in Q1 2026.
National Grid made up 0.03% of GM Advisory Group's portfolio in Q1 2026, its #185 holding.
GM Advisory Group first reported a position in National Grid in Q1 2015 and has held it in 5 quarters since.
GM Advisory Group's National Grid position peaked at $1.44M in Q1 2015.
585 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.