HPWM
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High Point Wealth Management’s National Grid NGG Stock Holding History

High Point Wealth Management’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 		$46.3K Hold
559
– – 0.04% 144
2026
Q1 		$47.3K Sell
559
-232
-29% -$20K 0.05% 137
2025
Q4 		$61.2K Buy
+791
New +$59.5K 0.06% 127

Other funds holding NGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

High Point Wealth Management's NGG Position: Q2 2026 in Review

High Point Wealth Management held its National Grid (NGG) position steady in Q2 2026 at 559 shares worth $46.3K. The position accounts for 0.04% of the portfolio, ranked #144.

High Point Wealth Management first reported a position in NGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $61.2K in Q4 2025. 347 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • High Point Wealth Management held 559 shares of National Grid worth $46.3K as of Q2 2026.
  • High Point Wealth Management left its National Grid share count unchanged in Q2 2026.
  • National Grid made up 0.04% of High Point Wealth Management's portfolio in Q2 2026, its #144 holding.
  • High Point Wealth Management first reported a position in National Grid in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's National Grid position peaked at $61.2K in Q4 2025.
  • 347 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.