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Halbert Hargrove Global Advisors’s National Grid NGG Stock Holding History

Halbert Hargrove Global Advisors’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 		$1.52K Buy
+18
New +$1.53K ﹤0.01% 407
2025
Q2 		– Sell
-99
Closed -$6.26K – 530
2025
Q1 		$6.26K Buy
+99
New +$5.82K ﹤0.01% 287

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

Halbert Hargrove Global Advisors's NGG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in National Grid (NGG) in Q2 2026: 18 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in NGG as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in NGG in Q1 2025 and has held it in 2 quarters since. The position peaked at $6.26K in Q1 2025. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 18 shares of National Grid worth $1.52K as of Q2 2026.
  • National Grid was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • National Grid made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #407 holding.
  • Halbert Hargrove Global Advisors first reported a position in National Grid in Q1 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's National Grid position peaked at $6.26K in Q1 2025.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.