IEQ Capital’s National Grid NGG Stock Holding History

IEQ Capital’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	$1.69M	Sell	22,254 -3,753	-14%	-$299K	0.01%	869
2026 Q2	$2.16M	Buy	26,007 +3,510	+16%	+$298K	0.01%	777
2026 Q1	$1.9M	Buy	22,497 +2,666	+13%	+$230K	0.01%	787
2025 Q4	$1.53M	Buy	19,831 +4,020	+25%	+$302K	﹤0.01%	885
2025 Q3	$1.13M	Buy	15,811 +6,620	+72%	+$464K	﹤0.01%	962
2025 Q2	$674K	Buy	9,191 +821	+10%	+$56.4K	﹤0.01%	1010
2025 Q1	$526K	Buy	8,370 +4,744	+131%	+$279K	﹤0.01%	955
2024 Q4	$206K	Buy	3,626 +435	+14%	+$26.2K	﹤0.01%	1196
2024 Q3	$209K	Buy	+3,191	New	+$196K	﹤0.01%	1051

Other funds holding NGG

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

IEQ Capital's NGG Position: Q3 2026 in Review

IEQ Capital reduced its National Grid (NGG) stake by 14% in Q3 2026, selling an estimated $299K and leaving 22,254 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #869.

IEQ Capital first reported a position in NGG in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.16M in Q2 2026. 454 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

IEQ Capital held 22,254 shares of National Grid worth $1.69M as of Q3 2026.
IEQ Capital sold 3,753 National Grid shares in Q3 2026, an estimated $299K.
National Grid made up 0.01% of IEQ Capital's portfolio in Q3 2026, its #869 holding.
IEQ Capital first reported a position in National Grid in Q3 2024 and has held it in 9 quarters since.
IEQ Capital's National Grid position peaked at $2.16M in Q2 2026.
454 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.