Key Financial Inc’s National Grid NGG Stock Holding History

Key Financial Inc’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	$1.49K	Sell	18 -18	-50%	-$1.53K	﹤0.01%	1183
2026 Q1	$3.05K	Sell	36 -14	-28%	-$1.21K	﹤0.01%	1117
2025 Q4	$3.87K	Sell	50 -1	-2%	-$75	﹤0.01%	1085
2025 Q3	$3.64K	Buy	51 +14	+38%	+$982	﹤0.01%	1107
2025 Q2	$2.68K	Sell	37 -1	-3%	-$69	﹤0.01%	1147
2025 Q1	$2.36K	Hold	38	–	–	﹤0.01%	1127
2024 Q4	$2.14K	Hold	38	–	–	﹤0.01%	1143
2024 Q3	$2.51K	Hold	38	–	–	﹤0.01%	1085
2024 Q2	$2.04K	Hold	38	–	–	﹤0.01%	1105
2024 Q1	$2.46K	Hold	38	–	–	﹤0.01%	1072
2023 Q4	$2.45K	Hold	38	–	–	﹤0.01%	1071
2023 Q3	$2.18K	Hold	38	–	–	﹤0.01%	1098
2023 Q2	$2.42K	Hold	38	–	–	﹤0.01%	1139
2023 Q1	$2.45K	Hold	38	–	–	﹤0.01%	928
2022 Q4	$1.85K	Sell	38 -1	-3%	-$53	﹤0.01%	963
2022 Q3	$2K	Hold	39	–	–	﹤0.01%	962
2022 Q2	$2K	Sell	39 -1	-3%	-$66	﹤0.01%	950
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	878
2021 Q4	$3K	Sell	40 -1	-2%	-$59	﹤0.01%	785
2021 Q3	$2K	Buy	+41	New	+$2.35K	﹤0.01%	813
2021 Q1	–	Sell	-6	Closed	–	–	790
2020 Q4	$0	Buy	+6	New	+$318	﹤0.01%	731
2020 Q2	–	Sell	-6	Closed	–	–	435
2020 Q1	$0	Buy	+6	New	+$331	﹤0.01%	709

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

Key Financial Inc's NGG Position: Q2 2026 in Review

Key Financial Inc reduced its National Grid (NGG) stake by 50% in Q2 2026, selling an estimated $1.53K and leaving 18 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Key Financial Inc first reported a position in NGG in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.87K in Q4 2025. 618 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Key Financial Inc held 18 shares of National Grid worth $1.49K as of Q2 2026.
Key Financial Inc sold 18 National Grid shares in Q2 2026, an estimated $1.53K.
National Grid made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1183 holding.
Key Financial Inc first reported a position in National Grid in Q1 2020 and has held it in 22 quarters since.
Key Financial Inc's National Grid position peaked at $3.87K in Q4 2025.
618 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.