KMWM
NGG icon

Keudell/Morrison Wealth Management’s National Grid NGG Stock Holding History

Keudell/Morrison Wealth 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 		$654K Buy
7,886
+403
+5% +$34.3K 0.12% 115
2026
Q1 		$633K Sell
7,483
-1,567
-17% -$135K 0.13% 110
2025
Q4 		$700K Buy
+9,050
New +$681K 0.15% 98
2025
Q2 		$664K Sell
9,050
-312
-3% -$21.4K 0.15% 94
2025
Q1 		$588K Buy
9,362
+1,444
+18% +$84.9K 0.14% 98
2024
Q4 		$451K Sell
7,918
-373
-4% -$22.4K 0.12% 119
2024
Q3 		$544K Buy
8,291
+27
+0.3% +$1.66K 0.15% 107
2024
Q2 		$442K Sell
8,264
-136
-2% -$8.2K 0.13% 124
2024
Q1 		$540K Sell
8,400
-54
-0.6% -$3.42K 0.16% 103
2023
Q4 		$542K Buy
8,454
+947
+13% +$56.5K 0.18% 102
2023
Q3 		$429K Sell
7,507
-345
-4% -$20.9K 0.13% 108
2023
Q2 		$498K Buy
7,852
+1,109
+16% +$72.7K 0.14% 103
2023
Q1 		$432K Sell
6,743
-212
-3% -$12.7K 0.13% 105
2022
Q4 		$395K Sell
6,955
-264
-4% -$14.1K 0.13% 110
2022
Q3 		$345K Buy
7,219
+764
+12% +$46K 0.13% 119
2022
Q2 		$387K Buy
6,455
+212
+3% +$14K 0.14% 111
2022
Q1 		$432K Sell
6,243
-26
-0.4% -$1.72K 0.18% 108
2021
Q4 		$408K Sell
6,269
-102
-2% -$5.99K 0.16% 113
2021
Q3 		$336K Sell
6,371
-381
-6% -$21.9K 0.14% 123
2021
Q2 		$382K Buy
6,752
+15
+0.2% +$853 0.21% 115
2021
Q1 		$353K Sell
6,737
-317
-4% -$16.5K 0.2% 119
2020
Q4 		$368K Buy
7,054
+84
+1% +$4.46K 0.23% 113
2020
Q3 		$356K Sell
6,970
-81
-1% -$4.07K 0.23% 104
2020
Q2 		$379K Buy
7,051
+24
+0.3% +$1.22K 0.31% 92
2020
Q1 		$362K Sell
7,027
-770
-10% -$42.5K 0.35% 95
2019
Q4 		$432K Sell
7,797
-40
-0.5% -$2.06K 0.3% 91
2019
Q3 		$375K Buy
7,837
+317
+4% +$14.7K 0.31% 89
2019
Q2 		$342K Sell
7,520
-2,220
-23% -$104K 0.3% 94
2019
Q1 		$481K Buy
+9,740
New +$471K 0.42% 79

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Keudell/Morrison Wealth Management's NGG Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its National Grid (NGG) stake by 5.4% in Q2 2026, buying an estimated $34.3K and bringing the position to 7,886 shares worth $654K. The position accounts for 0.12% of the portfolio, ranked #115.

Keudell/Morrison Wealth Management first reported a position in NGG in Q1 2019 and has held it in 29 quarters since. The position peaked at $700K in Q4 2025. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Keudell/Morrison Wealth Management held 7,886 shares of National Grid worth $654K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 403 National Grid shares in Q2 2026, an estimated $34.3K.
  • National Grid made up 0.12% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Keudell/Morrison Wealth Management first reported a position in National Grid in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's National Grid position peaked at $700K in Q4 2025.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.