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 Q2	$266K	Hold	3,209	–	–	0.06%	215
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

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

High Net Worth Advisory Group's NGG Position: Q2 2026 in Review

High Net Worth Advisory Group held its National Grid (NGG) position steady in Q2 2026 at 3,209 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #215.

High Net Worth Advisory Group first reported a position in NGG in Q4 2021 and has held it in 16 quarters since. The position peaked at $271K in Q1 2026. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

High Net Worth Advisory Group held 3,209 shares of National Grid worth $266K as of Q2 2026.
High Net Worth Advisory Group left its National Grid share count unchanged in Q2 2026.
National Grid made up 0.06% of High Net Worth Advisory Group's portfolio in Q2 2026, its #215 holding.
High Net Worth Advisory Group first reported a position in National Grid in Q4 2021 and has held it in 16 quarters since.
High Net Worth Advisory Group's National Grid position peaked at $271K in Q1 2026.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.