IFWM
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Institute for Wealth Management’s National Grid NGG Stock Holding History

Institute for 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 		$21.5K Buy
+259
New +$22K ﹤0.01% 1111

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

Institute for Wealth Management's NGG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in National Grid (NGG) in Q2 2026: 259 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings.

380 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Institute for Wealth Management held 259 shares of National Grid worth $21.5K as of Q2 2026.
  • National Grid was a new Institute for Wealth Management position in Q2 2026.
  • National Grid made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1111 holding.
  • 380 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.