Golden State Equity Partners’s National Grid NGG Stock Holding History

Golden State Equity Partners’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	–	Sell	-454	Closed	-$38.4K	–	1234
2026 Q1	$38.4K	Buy	+454	New	+$39.1K	﹤0.01%	936
2024 Q4	–	Sell	-312	Closed	-$20.5K	–	717
2024 Q3	$20.5K	Buy	+312	New	+$19.1K	﹤0.01%	644
2023 Q4	–	Sell	-3,876	Closed	-$221K	–	376
2023 Q3	$221K	Buy	3,876 +368	+10%	+$22.2K	0.06%	296
2023 Q2	$223K	Buy	+3,508	New	+$230K	0.06%	327

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Golden State Equity Partners's NGG Position: Q2 2026 in Review

Golden State Equity Partners sold out of National Grid (NGG) in Q2 2026, closing a stake of 454 shares — an estimated $38.4K sold.

Golden State Equity Partners first reported a position in NGG in Q2 2023 and held it in 4 quarters. The position peaked at $223K in Q2 2023. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Golden State Equity Partners reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 454 National Grid shares in Q2 2026, an estimated $38.4K.
Golden State Equity Partners first reported a position in National Grid in Q2 2023 and held it in 4 quarters.
Golden State Equity Partners's National Grid position peaked at $223K in Q2 2023.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.