JSW
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Journey Strategic Wealth’s National Grid NGG Stock Holding History

Journey Strategic Wealth’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
Q1 		$332K Sell
3,921
-135
-3% -$11.6K 0.01% 498
2025
Q4 		$314K Buy
4,056
+144
+4% +$10.8K 0.01% 492
2025
Q3 		$280K Sell
3,912
-753
-16% -$52.8K 0.01% 507
2025
Q2 		$342K Buy
+4,665
New +$321K 0.01% 385

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Journey Strategic Wealth's NGG Position: Q1 2026 in Review

Journey Strategic Wealth reduced its National Grid (NGG) stake by 3.3% in Q1 2026, selling an estimated $11.6K and leaving 3,921 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #498.

Journey Strategic Wealth first reported a position in NGG in Q2 2025 and has held it in 4 quarters since. The position peaked at $342K in Q2 2025. 590 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

  • Journey Strategic Wealth held 3,921 shares of National Grid worth $332K as of Q1 2026.
  • Journey Strategic Wealth sold 135 National Grid shares in Q1 2026, an estimated $11.6K.
  • National Grid made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #498 holding.
  • Journey Strategic Wealth first reported a position in National Grid in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's National Grid position peaked at $342K in Q2 2025.
  • 590 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.