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 Q3	$1.36K	Hold	18	–	–	﹤0.01%	1148
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	$1.86K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Key Financial Inc's NGG Position: Q3 2026 in Review

Key Financial Inc held its National Grid (NGG) position steady in Q3 2026 at 18 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Key Financial Inc first reported a position in NGG in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.87K in Q4 2025. 310 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

Key Financial Inc held 18 shares of National Grid worth $1.36K as of Q3 2026.
Key Financial Inc left its National Grid share count unchanged in Q3 2026.
National Grid made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1148 holding.
Key Financial Inc first reported a position in National Grid in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's National Grid position peaked at $3.87K in Q4 2025.
310 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.