Jeppson Wealth Management’s National Grid NGG Stock Holding History

Jeppson 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	$551K	Hold	6,646	–	–	0.16%	123
2026 Q1	$562K	Hold	6,646	–	–	0.18%	114
2025 Q4	$514K	Sell	6,646 -146	-2%	-$11K	0.16%	119
2025 Q3	$487K	Sell	6,792 -102	-1%	-$7.15K	0.16%	124
2025 Q2	$506K	Sell	6,894 -206	-3%	-$14.2K	0.17%	120
2025 Q1	$446K	Sell	7,100 -3,477	-33%	-$204K	0.16%	125
2024 Q4	$602K	Sell	10,577 -1,007	-9%	-$60.6K	0.22%	104
2024 Q3	$761K	Sell	11,584 -72	-0.6%	-$4.41K	0.27%	88
2024 Q2	$624K	Sell	11,656 -2,642	-18%	-$159K	0.24%	93
2024 Q1	$919K	Buy	14,298 +21	+0.1%	+$1.33K	0.36%	74
2023 Q4	$915K	Buy	+14,277	New	+$852K	0.38%	76

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jeppson Wealth Management's NGG Position: Q2 2026 in Review

Jeppson Wealth Management held its National Grid (NGG) position steady in Q2 2026 at 6,646 shares worth $551K. The position accounts for 0.16% of the portfolio, ranked #123.

Jeppson Wealth Management first reported a position in NGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $919K in Q1 2024. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Jeppson Wealth Management held 6,646 shares of National Grid worth $551K as of Q2 2026.
Jeppson Wealth Management left its National Grid share count unchanged in Q2 2026.
National Grid made up 0.16% of Jeppson Wealth Management's portfolio in Q2 2026, its #123 holding.
Jeppson Wealth Management first reported a position in National Grid in Q4 2023 and has held it in 11 quarters since.
Jeppson Wealth Management's National Grid position peaked at $919K in Q1 2024.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.