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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
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 		$9.85M Buy
+177,336
New +$10.7M 1% 36

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Partners's NGG Position: Q2 2026 in Review

Guardian Partners reduced its National Grid (NGG) stake by 16% in Q2 2026, selling an estimated $2.37M and leaving 143,310 shares worth $11.9M. The position accounts for 1.07% of the portfolio, ranked #27.

Guardian Partners first reported a position in NGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2M in Q4 2025. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Guardian Partners held 143,310 shares of National Grid worth $11.9M as of Q2 2026.
  • Guardian Partners sold 27,860 National Grid shares in Q2 2026, an estimated $2.37M.
  • National Grid made up 1.07% of Guardian Partners's portfolio in Q2 2026, its #27 holding.
  • Guardian Partners first reported a position in National Grid in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's National Grid position peaked at $15.2M in Q4 2025.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.