Kathmere Capital Management’s National Grid NGG Stock Holding History

Kathmere Capital Management’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	$544K	Buy	6,562 +2,298	+54%	+$195K	0.03%	384
2026 Q1	$361K	Buy	4,264 +1,388	+48%	+$120K	0.02%	423
2025 Q4	$222K	Buy	+2,876	New	+$216K	0.02%	497

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

Kathmere Capital Management's NGG Position: Q2 2026 in Review

Kathmere Capital Management increased its National Grid (NGG) stake by 54% in Q2 2026, buying an estimated $195K and bringing the position to 6,562 shares worth $544K. The position accounts for 0.03% of the portfolio, ranked #384.

Kathmere Capital Management first reported a position in NGG in Q4 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Kathmere Capital Management held 6,562 shares of National Grid worth $544K as of Q2 2026.
Kathmere Capital Management bought 2,298 National Grid shares in Q2 2026, an estimated $195K.
National Grid made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #384 holding.
Kathmere Capital Management first reported a position in National Grid in Q4 2025 and has held it in 3 quarters since.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.