Kingswood Wealth Advisors’s National Grid NGG Stock Holding History

Kingswood Wealth Advisors’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	$507K	Buy	6,122 +176	+3%	+$15K	0.02%	604
2026 Q1	$503K	Buy	5,946 +319	+6%	+$27.5K	0.02%	547
2025 Q4	$435K	Sell	5,627 -251	-4%	-$18.9K	0.02%	562
2025 Q3	$421K	Buy	5,878 +2,707	+85%	+$190K	0.03%	526
2025 Q2	$233K	Sell	3,171 -289	-8%	-$19.9K	0.02%	652
2025 Q1	$218K	Sell	3,460 -1,577	-31%	-$92.7K	0.02%	658
2024 Q4	$287K	Buy	+5,037	New	+$303K	0.02%	625
2024 Q3	–	Sell	-3,982	Closed	-$213K	–	724
2024 Q2	$213K	Buy	+3,982	New	+$240K	0.02%	616
2024 Q1	–	Sell	-4,383	Closed	-$281K	–	671
2023 Q4	$281K	Buy	+4,383	New	+$262K	0.03%	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

Kingswood Wealth Advisors's NGG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its National Grid (NGG) stake by 3% in Q2 2026, buying an estimated $15K and bringing the position to 6,122 shares worth $507K. The position accounts for 0.02% of the portfolio, ranked #604.

Kingswood Wealth Advisors first reported a position in NGG in Q4 2023 and has held it in 9 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Kingswood Wealth Advisors held 6,122 shares of National Grid worth $507K as of Q2 2026.
Kingswood Wealth Advisors bought 176 National Grid shares in Q2 2026, an estimated $15K.
National Grid made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #604 holding.
Kingswood Wealth Advisors first reported a position in National Grid in Q4 2023 and has held it in 9 quarters since.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.