JNBA Financial Advisors’s National Grid NGG Stock Holding History

JNBA Financial 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	$4.14K	Buy	50 +11	+28%	+$935	﹤0.01%	642
2026 Q1	$3.3K	Hold	39	–	–	﹤0.01%	667
2025 Q4	$3.02K	Buy	+39	New	+$2.93K	﹤0.01%	635
2023 Q3	–	Sell	-65	Closed	-$4.11K	–	757
2023 Q2	$4.11K	Buy	+65	New	+$4.26K	﹤0.01%	558
2019 Q1	–	Sell	-115	Closed	-$5K	–	558
2018 Q4	$5K	Buy	+115	New	+$5.37K	﹤0.01%	433
2016 Q4	–	Sell	-3,514	Closed	-$241K	–	1026
2016 Q3	$241K	Buy	+3,514	New	+$243K	0.04%	194

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

JNBA Financial Advisors's NGG Position: Q2 2026 in Review

JNBA Financial Advisors increased its National Grid (NGG) stake by 28% in Q2 2026, buying an estimated $935 and bringing the position to 50 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

JNBA Financial Advisors first reported a position in NGG in Q3 2016 and has held it in 6 quarters since. The position peaked at $241K in Q3 2016. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

JNBA Financial Advisors held 50 shares of National Grid worth $4.14K as of Q2 2026.
JNBA Financial Advisors bought 11 National Grid shares in Q2 2026, an estimated $935.
National Grid made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #642 holding.
JNBA Financial Advisors first reported a position in National Grid in Q3 2016 and has held it in 6 quarters since.
JNBA Financial Advisors's National Grid position peaked at $241K in Q3 2016.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.