JWA
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JFS Wealth Advisors’s National Grid NGG Stock Holding History

JFS Wealth Advisors’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 		$19.9K Buy
240
+11
+5% +$935 ﹤0.01% 770
2026
Q1 		$19.4K Buy
229
+2
+0.9% +$172 ﹤0.01% 744
2025
Q4 		$17.6K Sell
227
-3
-1% -$226 ﹤0.01% 787
2025
Q3 		$16.5K Hold
230
– – ﹤0.01% 740
2025
Q2 		$16.9K Sell
230
-3
-1% -$206 ﹤0.01% 696
2025
Q1 		$14.6K Sell
233
-9
-4% -$529 ﹤0.01% 756
2024
Q4 		$13.8K Buy
242
+86
+55% +$5.17K ﹤0.01% 758
2024
Q3 		$10.2K Buy
156
+7
+5% +$429 ﹤0.01% 844
2024
Q2 		$7.95K Sell
149
-283
-66% -$17.1K ﹤0.01% 866
2024
Q1 		$27.8K Buy
432
+51
+13% +$3.23K ﹤0.01% 549
2023
Q4 		$24.4K Sell
381
-4
-1% -$239 ﹤0.01% 541
2023
Q3 		$22K Sell
385
-24
-6% -$1.45K ﹤0.01% 523
2023
Q2 		$25.9K Sell
409
-1,036
-72% -$68K ﹤0.01% 483
2023
Q1 		$92.6K Buy
1,445
+8
+0.6% +$479 0.01% 285
2022
Q4 		$81.7K Buy
1,437
+117
+9% +$6.25K 0.01% 307
2022
Q3 		$63K Sell
1,320
-71
-5% -$4.27K 0.01% 348
2022
Q2 		$83K Buy
1,391
+919
+195% +$60.8K 0.01% 308
2022
Q1 		$33K Buy
472
+186
+65% +$12.3K ﹤0.01% 504
2021
Q4 		$19K Buy
+286
New +$16.8K ﹤0.01% 575
2018
Q4 		– Sell
-124
Closed -$6K – 508
2018
Q3 		$6K Buy
+124
New +$5.9K ﹤0.01% 447
2016
Q4 		– Sell
-368
Closed -$25K – 477
2016
Q3 		$25K Buy
368
+104
+39% +$7.19K 0.01% 297
2016
Q2 		$19K Buy
264
+114
+76% +$7.89K 0.01% 331
2016
Q1 		$10K Hold
150
– – ﹤0.01% 392
2015
Q4 		$10K Buy
150
+10
+7% +$677 ﹤0.01% 392
2015
Q3 		$9K Buy
+140
New +$8.97K ﹤0.01% 361

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

JFS Wealth Advisors's NGG Position: Q2 2026 in Review

JFS Wealth Advisors increased its National Grid (NGG) stake by 4.8% in Q2 2026, buying an estimated $935 and bringing the position to 240 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

JFS Wealth Advisors first reported a position in NGG in Q3 2015 and has held it in 25 quarters since. The position peaked at $92.6K in Q1 2023. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • JFS Wealth Advisors held 240 shares of National Grid worth $19.9K as of Q2 2026.
  • JFS Wealth Advisors bought 11 National Grid shares in Q2 2026, an estimated $935.
  • National Grid made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #770 holding.
  • JFS Wealth Advisors first reported a position in National Grid in Q3 2015 and has held it in 25 quarters since.
  • JFS Wealth Advisors's National Grid position peaked at $92.6K in Q1 2023.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.