GoalVest Advisory’s National Grid NGG Stock Holding History

GoalVest Advisory’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	$2.15K	Buy	+26	New	+$2.21K	﹤0.01%	450

Other funds holding NGG

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GoalVest Advisory's NGG Position: Q2 2026 in Review

GoalVest Advisory opened a new position in National Grid (NGG) in Q2 2026: 26 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings.

82 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

GoalVest Advisory held 26 shares of National Grid worth $2.15K as of Q2 2026.
National Grid was a new GoalVest Advisory position in Q2 2026.
National Grid made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #450 holding.
82 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.