Harbor Asset Planning’s National Grid NGG Stock Holding History

Harbor Asset Planning’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	$6.3K	Hold	76	–	–	﹤0.01%	364
2026 Q1	$6.43K	Hold	76	–	–	0.01%	367
2025 Q4	$5.88K	Sell	76 -1	-1%	-$75	0.01%	371
2025 Q3	$5.52K	Hold	77	–	–	﹤0.01%	358
2025 Q2	$5.66K	Buy	+77	New	+$5.29K	0.01%	354

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

Harbor Asset Planning's NGG Position: Q2 2026 in Review

Harbor Asset Planning held its National Grid (NGG) position steady in Q2 2026 at 76 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Harbor Asset Planning first reported a position in NGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.43K in Q1 2026. 618 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Harbor Asset Planning held 76 shares of National Grid worth $6.3K as of Q2 2026.
Harbor Asset Planning left its National Grid share count unchanged in Q2 2026.
National Grid made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #364 holding.
Harbor Asset Planning first reported a position in National Grid in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's National Grid position peaked at $6.43K in Q1 2026.
618 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.