Harbor Asset Planning
NGG icon

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
Q3 		$5.76K Hold
76
– – ﹤0.01% 371
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

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Harbor Asset Planning's NGG Position: Q3 2026 in Review

Harbor Asset Planning held its National Grid (NGG) position steady in Q3 2026 at 76 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Harbor Asset Planning first reported a position in NGG in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.43K in Q1 2026. 205 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Harbor Asset Planning held 76 shares of National Grid worth $5.76K as of Q3 2026.
  • Harbor Asset Planning left its National Grid share count unchanged in Q3 2026.
  • National Grid made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #371 holding.
  • Harbor Asset Planning first reported a position in National Grid in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's National Grid position peaked at $6.43K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.