Joel Isaacson & Co’s National Grid NGG Stock Holding History

Joel Isaacson & Co’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	$475K	Hold	5,734	–	–	0.01%	310
2026 Q1	$485K	Hold	5,734	–	–	0.02%	287
2025 Q4	$444K	Sell	5,734 -236	-4%	-$17.8K	0.01%	298
2025 Q3	$428K	Hold	5,970	–	–	0.02%	294
2025 Q2	$438K	Sell	5,970 -175	-3%	-$12K	0.02%	271
2025 Q1	$386K	Hold	6,145	–	–	0.02%	276
2024 Q4	$350K	Sell	6,145 -101	-2%	-$6.08K	0.02%	275
2024 Q3	$410K	Hold	6,246	–	–	0.02%	247
2024 Q2	$334K	Buy	6,246 +161	+3%	+$9.71K	0.02%	261
2024 Q1	$391K	Hold	6,085	–	–	0.02%	240
2023 Q4	$390K	Hold	6,085	–	–	0.02%	221
2023 Q3	$348K	Hold	6,085	–	–	0.02%	226
2023 Q2	$386K	Hold	6,085	–	–	0.03%	220
2023 Q1	$390K	Hold	6,085	–	–	0.03%	211
2022 Q4	$346K	Buy	6,085 +977	+19%	+$52.2K	0.03%	221
2022 Q3	$244K	Buy	+5,108	New	+$307K	0.02%	259
2017 Q1	–	Sell	-81	Closed	-$5K	–	401
2016 Q4	$5K	Hold	81	–	–	﹤0.01%	565
2016 Q3	$6K	Hold	81	–	–	﹤0.01%	601
2016 Q2	$6K	Hold	81	–	–	﹤0.01%	597
2016 Q1	$6K	Hold	81	–	–	﹤0.01%	632
2015 Q4	$5K	Hold	81	–	–	﹤0.01%	619
2015 Q3	$5K	Hold	81	–	–	﹤0.01%	626
2015 Q2	$5K	Hold	81	–	–	﹤0.01%	655
2015 Q1	$5K	Buy	+81	New	+$5.33K	﹤0.01%	612

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

Joel Isaacson & Co's NGG Position: Q2 2026 in Review

Joel Isaacson & Co held its National Grid (NGG) position steady in Q2 2026 at 5,734 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #310.

Joel Isaacson & Co first reported a position in NGG in Q1 2015 and has held it in 24 quarters since. The position peaked at $485K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Joel Isaacson & Co held 5,734 shares of National Grid worth $475K as of Q2 2026.
Joel Isaacson & Co left its National Grid share count unchanged in Q2 2026.
National Grid made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #310 holding.
Joel Isaacson & Co first reported a position in National Grid in Q1 2015 and has held it in 24 quarters since.
Joel Isaacson & Co's National Grid position peaked at $485K in Q1 2026.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.