High Net Worth Advisory Group
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High Net Worth Advisory Group’s National Grid NGG Stock Holding History

High Net Worth Advisory Group’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 		$243K Hold
3,209
– – 0.05% 230
2026
Q2 		$266K Hold
3,209
– – 0.06% 216
2026
Q1 		$271K Hold
3,209
– – 0.06% 207
2025
Q4 		$248K Sell
3,209
-46
-1% -$3.46K 0.06% 211
2025
Q3 		$233K Hold
3,255
– – 0.06% 211
2025
Q2 		$239K Sell
3,255
-95
-3% -$6.53K 0.06% 204
2025
Q1 		$211K Buy
+3,350
New +$197K 0.06% 206
2024
Q4 		– Sell
-3,405
Closed -$224K – 227
2024
Q3 		$224K Buy
+3,405
New +$209K 0.06% 206
2024
Q2 		– Sell
-3,405
Closed -$219K – 222
2024
Q1 		$219K Hold
3,405
– – 0.07% 197
2023
Q4 		$218K Buy
+3,405
New +$203K 0.08% 183
2023
Q3 		– Sell
-3,405
Closed -$216K – 198
2023
Q2 		$216K Hold
3,405
– – 0.08% 182
2023
Q1 		$218K Hold
3,405
– – 0.09% 174
2022
Q4 		$194K Sell
3,405
-58
-2% -$3.1K 0.08% 187
2022
Q3 		$165K Hold
3,463
– – 0.07% 201
2022
Q2 		$208K Sell
3,463
-104
-3% -$6.88K 0.09% 180
2022
Q1 		$247K Hold
3,567
– – 0.09% 162
2021
Q4 		$232K Buy
+3,567
New +$209K 0.08% 175

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

High Net Worth Advisory Group's NGG Position: Q3 2026 in Review

High Net Worth Advisory Group held its National Grid (NGG) position steady in Q3 2026 at 3,209 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #230.

High Net Worth Advisory Group first reported a position in NGG in Q4 2021 and has held it in 17 quarters since. The position peaked at $271K in Q1 2026. 205 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • High Net Worth Advisory Group held 3,209 shares of National Grid worth $243K as of Q3 2026.
  • High Net Worth Advisory Group left its National Grid share count unchanged in Q3 2026.
  • National Grid made up 0.05% of High Net Worth Advisory Group's portfolio in Q3 2026, its #230 holding.
  • High Net Worth Advisory Group first reported a position in National Grid in Q4 2021 and has held it in 17 quarters since.
  • High Net Worth Advisory Group's National Grid position peaked at $271K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.