Guardian Partners’s National Grid NGG Stock Holding History

Guardian 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 Q3	$10.7M	Sell	141,440 -1,870	-1%	-$149K	0.95%	30
2026 Q2	$11.9M	Sell	143,310 -27,860	-16%	-$2.37M	1.07%	27
2026 Q1	$14.5M	Sell	171,170 -2,369	-1%	-$204K	1.21%	28
2025 Q4	$15.2M	Buy	173,539 +5,249	+3%	+$395K	1.22%	25
2025 Q3	$12.1M	Sell	168,290 -1,253	-0.7%	-$87.9K	1.02%	33
2025 Q2	$11.8M	Sell	169,543 -8,637	-5%	-$594K	1.06%	30
2025 Q1	$12.2M	Buy	178,180 +844	+0.5%	+$49.6K	1.26%	28
2024 Q4	$9.8M	Buy	+177,336	New	+$10.7M	1%	36

Other funds holding NGG

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Guardian Partners's NGG Position: Q3 2026 in Review

Guardian Partners reduced its National Grid (NGG) stake by 1.3% in Q3 2026, selling an estimated $149K and leaving 141,440 shares worth $10.7M. The position accounts for 0.95% of the portfolio, ranked #30.

Guardian Partners first reported a position in NGG in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.2M in Q4 2025. 152 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

Guardian Partners held 141,440 shares of National Grid worth $10.7M as of Q3 2026.
Guardian Partners sold 1,870 National Grid shares in Q3 2026, an estimated $149K.
National Grid made up 0.95% of Guardian Partners's portfolio in Q3 2026, its #30 holding.
Guardian Partners first reported a position in National Grid in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's National Grid position peaked at $15.2M in Q4 2025.
152 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.