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Herold Advisors’s National Grid NGG Stock Holding History

Herold 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 		$1.17M Buy
14,125
+1,496
+12% +$127K 0.23% 107
2026
Q1 		$1.07M Buy
12,629
+462
+4% +$39.8K 0.23% 102
2025
Q4 		$941K Buy
12,167
+347
+3% +$26.1K 0.21% 112
2025
Q3 		$847K Buy
11,820
+27
+0.2% +$1.89K 0.2% 126
2025
Q2 		$865K Buy
11,793
+131
+1% +$9K 0.18% 125
2025
Q1 		$733K Buy
11,662
+126
+1% +$7.41K 0.16% 144
2024
Q4 		$657K Buy
11,536
+4
+0% +$241 0.14% 159
2024
Q3 		$757K Buy
11,532
+82
+0.7% +$5.03K 0.16% 150
2024
Q2 		$613K Sell
11,450
-325
-3% -$19.6K 0.14% 159
2024
Q1 		$757K Buy
11,775
+23
+0.2% +$1.46K 0.18% 144
2023
Q4 		$753K Buy
11,752
+671
+6% +$40.1K 0.21% 127
2023
Q3 		$633K Buy
11,081
+132
+1% +$7.98K 0.19% 132
2023
Q2 		$695K Buy
10,949
+6
+0.1% +$394 0.21% 125
2023
Q1 		$701K Buy
10,943
+21
+0.2% +$1.26K 0.24% 106
2022
Q4 		$621K Buy
10,922
+381
+4% +$20.4K 0.26% 99
2022
Q3 		$503K Buy
10,541
+231
+2% +$13.9K 0.24% 105
2022
Q2 		$618K Sell
10,310
-311
-3% -$20.6K 0.28% 102
2022
Q1 		$734K Buy
10,621
+20
+0.2% +$1.33K 0.26% 99
2021
Q4 		$689K Sell
10,601
-237
-2% -$13.9K 0.27% 106
2021
Q3 		$571K Buy
+10,838
New +$622K 0.22% 113

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

Herold Advisors's NGG Position: Q2 2026 in Review

Herold Advisors increased its National Grid (NGG) stake by 12% in Q2 2026, buying an estimated $127K and bringing the position to 14,125 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #107.

Herold Advisors first reported a position in NGG in Q3 2021 and has held it in 20 quarters since. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Herold Advisors held 14,125 shares of National Grid worth $1.17M as of Q2 2026.
  • Herold Advisors bought 1,496 National Grid shares in Q2 2026, an estimated $127K.
  • National Grid made up 0.23% of Herold Advisors's portfolio in Q2 2026, its #107 holding.
  • Herold Advisors first reported a position in National Grid in Q3 2021 and has held it in 20 quarters since.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.