Jones Financial Companies
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Jones Financial Companies’s National Grid NGG Stock Holding History

Jones Financial Companies’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 		$189M Buy
2,272,626
+115,004
+5% +$9.78M 0.08% 131
2026
Q1 		$177M Buy
2,157,622
+2,149,783
+27,424% +$185M 0.08% 117
2025
Q4 		$606K Buy
7,839
+1,573
+25% +$118K ﹤0.01% 1430
2025
Q3 		$442K Sell
6,266
-100
-2% -$7.01K ﹤0.01% 1447
2025
Q2 		$461K Buy
6,366
+1,467
+30% +$101K ﹤0.01% 1306
2025
Q1 		$308K Buy
4,899
+1,644
+51% +$96.6K ﹤0.01% 1319
2024
Q4 		$185K Buy
3,255
+546
+20% +$32.9K ﹤0.01% 1389
2024
Q3 		$178K Buy
2,709
+1,898
+234% +$116K ﹤0.01% 1171
2024
Q2 		$43.4K Buy
811
+628
+343% +$37.9K ﹤0.01% 1298
2024
Q1 		$11.7K Buy
183
+114
+165% +$7.21K ﹤0.01% 1028
2023
Q4 		$4.42K Sell
69
-5
-7% -$298 ﹤0.01% 776
2023
Q3 		$4.24K Buy
+74
New +$4.47K ﹤0.01% 521
2013
Q4 		– Sell
-498
Closed -$28K – 435
2013
Q3 		$28K Buy
498
+413
+486% +$23.3K ﹤0.01% 382
2013
Q2 		$5K Buy
+85
New +$4.96K ﹤0.01% 682

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies's NGG Position: Q2 2026 in Review

Jones Financial Companies increased its National Grid (NGG) stake by 5.3% in Q2 2026, buying an estimated $9.78M and bringing the position to 2,272,626 shares worth $189M. The position accounts for 0.08% of the portfolio, ranked #131.

Jones Financial Companies first reported a position in NGG in Q2 2013 and has held it in 14 quarters since. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Jones Financial Companies held 2,272,626 shares of National Grid worth $189M as of Q2 2026.
  • Jones Financial Companies bought 115,004 National Grid shares in Q2 2026, an estimated $9.78M.
  • National Grid made up 0.08% of Jones Financial Companies's portfolio in Q2 2026, its #131 holding.
  • Jones Financial Companies first reported a position in National Grid in Q2 2013 and has held it in 14 quarters since.
  • 615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.