Level Four Advisory Services’s National Grid NGG Stock Holding History

Level Four Advisory Services’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	$611K	Buy	7,369 +786	+12%	+$66.8K	0.02%	573
2026 Q1	$557K	Buy	6,583 +477	+8%	+$41.1K	0.02%	560
2025 Q4	$472K	Sell	6,106 -19	-0.3%	-$1.43K	0.02%	586
2025 Q3	$439K	Buy	6,125 +351	+6%	+$24.6K	0.02%	592
2025 Q2	$424K	Buy	5,774 +137	+2%	+$9.41K	0.02%	564
2025 Q1	$354K	Buy	5,637 +97	+2%	+$5.7K	0.01%	579
2024 Q4	$315K	Sell	5,540 -182	-3%	-$11K	0.01%	610
2024 Q3	$343K	Buy	5,722 +330	+6%	+$20.2K	0.01%	602
2024 Q2	$289K	Buy	5,392 +744	+16%	+$44.9K	0.01%	628
2024 Q1	$298K	Hold	4,648	–	–	0.02%	613
2023 Q4	$298K	Buy	4,648 +241	+5%	+$14.4K	0.02%	611
2023 Q3	$252K	Sell	4,407 -34	-0.8%	-$2.06K	0.02%	619
2023 Q2	$282K	Sell	4,441 -27	-0.6%	-$1.77K	0.02%	636
2023 Q1	$286K	Buy	+4,468	New	+$268K	0.02%	597

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

Level Four Advisory Services's NGG Position: Q2 2026 in Review

Level Four Advisory Services increased its National Grid (NGG) stake by 12% in Q2 2026, buying an estimated $66.8K and bringing the position to 7,369 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #573.

Level Four Advisory Services first reported a position in NGG in Q1 2023 and has held it in 14 quarters since. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Level Four Advisory Services held 7,369 shares of National Grid worth $611K as of Q2 2026.
Level Four Advisory Services bought 786 National Grid shares in Q2 2026, an estimated $66.8K.
National Grid made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #573 holding.
Level Four Advisory Services first reported a position in National Grid in Q1 2023 and has held it in 14 quarters since.
615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.