Kestra Private Wealth Services’s National Grid NGG Stock Holding History

Kestra Private Wealth Services’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	$698K	Buy	8,422 +4,601	+120%	+$391K	0.01%	1081
2026 Q1	$323K	Buy	3,821 +574	+18%	+$49.4K	﹤0.01%	1419
2025 Q4	$251K	Buy	3,247 +61	+2%	+$4.59K	﹤0.01%	1505
2025 Q3	$228K	Sell	3,186 -220	-6%	-$15.4K	﹤0.01%	1501
2025 Q2	$250K	Buy	3,406 +20	+0.6%	+$1.37K	﹤0.01%	1390
2025 Q1	$213K	Buy	+3,386	New	+$199K	﹤0.01%	1365

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

Kestra Private Wealth Services's NGG Position: Q2 2026 in Review

Kestra Private Wealth Services increased its National Grid (NGG) stake by 120% in Q2 2026, buying an estimated $391K and bringing the position to 8,422 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #1081.

Kestra Private Wealth Services first reported a position in NGG in Q1 2025 and has held it in 6 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Kestra Private Wealth Services held 8,422 shares of National Grid worth $698K as of Q2 2026.
Kestra Private Wealth Services bought 4,601 National Grid shares in Q2 2026, an estimated $391K.
National Grid made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1081 holding.
Kestra Private Wealth Services first reported a position in National Grid in Q1 2025 and has held it in 6 quarters since.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.