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Innovative Asset Advisors Group’s National Grid NGG Stock Holding History

Innovative Asset Advisors 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 		– Sell
-559
Closed -$47.3K – 756
2026
Q1 		$47.3K Buy
+559
New +$48.2K 0.03% 324

Other funds holding NGG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Innovative Asset Advisors Group's NGG Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of National Grid (NGG) in Q2 2026, closing a stake of 559 shares — an estimated $47.3K sold.

Innovative Asset Advisors Group first reported a position in NGG in Q1 2026 and held it in 1 quarter. The position peaked at $47.3K in Q1 2026. 590 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 559 National Grid shares in Q2 2026, an estimated $47.3K.
  • Innovative Asset Advisors Group first reported a position in National Grid in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's National Grid position peaked at $47.3K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.