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Lantz Financial’s National Grid NGG Stock Holding History

Lantz Financial’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 		$571K Buy
6,896
+706
+11% +$60K 0.1% 163
2026
Q1 		$524K Sell
6,190
-1,785
-22% -$154K 0.11% 162
2025
Q4 		$617K Buy
7,975
+291
+4% +$21.9K 0.13% 144
2025
Q3 		$550K Sell
7,684
-84
-1% -$5.89K 0.12% 151
2025
Q2 		$570K Sell
7,768
-99
-1% -$6.8K 0.14% 136
2025
Q1 		$494K Buy
7,867
+1,094
+16% +$64.3K 0.14% 139
2024
Q4 		$386K Sell
6,773
-403
-6% -$24.2K 0.1% 160
2024
Q3 		$471K Buy
7,176
+13
+0.2% +$797 0.13% 139
2024
Q2 		$383K Buy
7,163
+29
+0.4% +$1.75K 0.12% 145
2024
Q1 		$459K Buy
7,134
+718
+11% +$45.4K 0.15% 135
2023
Q4 		$411K Buy
6,416
+608
+10% +$36.3K 0.15% 133
2023
Q3 		$332K Buy
5,808
+1
+0% +$60 0.13% 138
2023
Q2 		$368K Buy
5,807
+792
+16% +$52K 0.14% 128
2023
Q1 		$321K Buy
5,015
+490
+11% +$29.4K 0.13% 132
2022
Q4 		$257K Buy
4,525
+46
+1% +$2.46K 0.12% 146
2022
Q3 		$214K Buy
4,479
+95
+2% +$5.72K 0.11% 152
2022
Q2 		$263K Buy
4,384
+79
+2% +$5.22K 0.12% 135
2022
Q1 		$298K Buy
4,305
+491
+13% +$32.5K 0.12% 138
2021
Q4 		$248K Buy
+3,814
New +$224K 0.11% 137
2021
Q3 		– Sell
-3,843
Closed -$217K – 147
2021
Q2 		$217K Buy
+3,843
New +$218K 0.11% 136

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

Lantz Financial's NGG Position: Q2 2026 in Review

Lantz Financial increased its National Grid (NGG) stake by 11% in Q2 2026, buying an estimated $60K and bringing the position to 6,896 shares worth $571K. The position accounts for 0.1% of the portfolio, ranked #163.

Lantz Financial first reported a position in NGG in Q2 2021 and has held it in 20 quarters since. The position peaked at $617K in Q4 2025. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Lantz Financial held 6,896 shares of National Grid worth $571K as of Q2 2026.
  • Lantz Financial bought 706 National Grid shares in Q2 2026, an estimated $60K.
  • National Grid made up 0.1% of Lantz Financial's portfolio in Q2 2026, its #163 holding.
  • Lantz Financial first reported a position in National Grid in Q2 2021 and has held it in 20 quarters since.
  • Lantz Financial's National Grid position peaked at $617K in Q4 2025.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.