IWC
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Integrated Wealth Concepts’s National Grid NGG Stock Holding History

Integrated Wealth Concepts’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 		$1.13M Sell
13,667
-2,792
-17% -$237K 0.01% 1146
2026
Q1 		$1.39M Buy
16,459
+4,852
+42% +$418K 0.01% 935
2025
Q4 		$898K Buy
11,607
+4,817
+71% +$362K 0.01% 815
2025
Q3 		$486K Buy
6,790
+127
+2% +$8.91K ﹤0.01% 1359
2025
Q2 		$489K Buy
6,663
+129
+2% +$8.87K ﹤0.01% 1287
2025
Q1 		$411K Sell
6,534
-656
-9% -$38.6K ﹤0.01% 1243
2024
Q4 		$409K Sell
7,190
-410
-5% -$24.7K ﹤0.01% 1219
2024
Q3 		$499K Sell
7,600
-250
-3% -$15.3K 0.01% 1083
2024
Q2 		$420K Sell
7,850
-674
-8% -$40.6K 0.01% 1130
2024
Q1 		$548K Buy
8,524
+1,171
+16% +$74.1K 0.01% 1016
2023
Q4 		$471K Buy
7,353
+785
+12% +$46.9K 0.01% 1023
2023
Q3 		$375K Sell
6,568
-793
-11% -$47.9K 0.01% 1118
2023
Q2 		$467K Buy
7,361
+672
+10% +$44.1K 0.01% 1009
2023
Q1 		$429K Buy
+6,689
New +$401K 0.01% 905

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Integrated Wealth Concepts's NGG Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its National Grid (NGG) stake by 17% in Q2 2026, selling an estimated $237K and leaving 13,667 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1146.

Integrated Wealth Concepts first reported a position in NGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.39M in Q1 2026. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Integrated Wealth Concepts held 13,667 shares of National Grid worth $1.13M as of Q2 2026.
  • Integrated Wealth Concepts sold 2,792 National Grid shares in Q2 2026, an estimated $237K.
  • National Grid made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1146 holding.
  • Integrated Wealth Concepts first reported a position in National Grid in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's National Grid position peaked at $1.39M in Q1 2026.
  • 619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.