LWAM
NGG icon

Legacy Wealth Asset Management’s National Grid NGG Stock Holding History

Legacy Wealth Asset Management’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 		$810K Buy
9,772
+451
+5% +$38.3K 0.18% 164
2026
Q1 		$789K Buy
9,321
+139
+2% +$12K 0.19% 168
2025
Q4 		$710K Buy
+9,182
New +$691K 0.17% 183

Other funds holding NGG

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Legacy Wealth Asset Management's NGG Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its National Grid (NGG) stake by 4.8% in Q2 2026, buying an estimated $38.3K and bringing the position to 9,772 shares worth $810K. The position accounts for 0.18% of the portfolio, ranked #164.

Legacy Wealth Asset Management first reported a position in NGG in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Legacy Wealth Asset Management held 9,772 shares of National Grid worth $810K as of Q2 2026.
  • Legacy Wealth Asset Management bought 451 National Grid shares in Q2 2026, an estimated $38.3K.
  • National Grid made up 0.18% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #164 holding.
  • Legacy Wealth Asset Management first reported a position in National Grid in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.