Lantz Financial
NGG icon

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
Q3 		$596K Buy
7,859
+963
+14% +$76.8K 0.11% 160
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

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lantz Financial's NGG Position: Q3 2026 in Review

Lantz Financial increased its National Grid (NGG) stake by 14% in Q3 2026, buying an estimated $76.8K and bringing the position to 7,859 shares worth $596K. The position accounts for 0.11% of the portfolio, ranked #160.

Lantz Financial first reported a position in NGG in Q2 2021 and has held it in 21 quarters since. The position peaked at $617K in Q4 2025. 99 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Lantz Financial held 7,859 shares of National Grid worth $596K as of Q3 2026.
  • Lantz Financial bought 963 National Grid shares in Q3 2026, an estimated $76.8K.
  • National Grid made up 0.11% of Lantz Financial's portfolio in Q3 2026, its #160 holding.
  • Lantz Financial first reported a position in National Grid in Q2 2021 and has held it in 21 quarters since.
  • Lantz Financial's National Grid position peaked at $617K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.