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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
Q3 		$932K Buy
12,287
+2,515
+26% +$201K 0.2% 142
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Legacy Wealth Asset Management's NGG Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its National Grid (NGG) stake by 26% in Q3 2026, buying an estimated $201K and bringing the position to 12,287 shares worth $932K. The position accounts for 0.2% of the portfolio, ranked #142.

Legacy Wealth Asset Management first reported a position in NGG in Q4 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Legacy Wealth Asset Management held 12,287 shares of National Grid worth $932K as of Q3 2026.
  • Legacy Wealth Asset Management bought 2,515 National Grid shares in Q3 2026, an estimated $201K.
  • National Grid made up 0.2% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #142 holding.
  • Legacy Wealth Asset Management first reported a position in National Grid in Q4 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.