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Liberty One Investment Management’s National Grid NGG Stock Holding History

Liberty One Investment 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 		$701K Sell
8,461
-105
-1% -$8.93K 0.07% 114
2026
Q1 		$725K Buy
8,566
+864
+11% +$74.4K 0.07% 113
2025
Q4 		$596K Sell
7,702
-3,858
-33% -$290K 0.08% 107
2025
Q3 		$828K Buy
11,560
+1,579
+16% +$111K 0.05% 109
2025
Q2 		$732K Sell
9,981
-1,422
-12% -$97.7K 0.07% 96
2025
Q1 		$717K Sell
11,403
-126
-1% -$7.41K 0.07% 100
2024
Q4 		$656K Buy
11,529
+287
+3% +$17.3K 0.07% 111
2024
Q3 		$738K Sell
11,242
-67
-0.6% -$4.11K 0.08% 107
2024
Q2 		$605K Sell
11,309
-347
-3% -$20.9K 0.07% 117
2024
Q1 		$749K Sell
11,656
-312
-3% -$19.7K 0.08% 102
2023
Q4 		$767K Sell
11,968
-605
-5% -$36.1K 0.09% 96
2023
Q3 		$718K Buy
12,573
+285
+2% +$17.2K 0.1% 91
2023
Q2 		$780K Sell
12,288
-2,694
-18% -$177K 0.1% 97
2023
Q1 		$960K Sell
14,982
-120
-0.8% -$7.19K 0.13% 84
2022
Q4 		$858K Sell
15,102
-1,123
-7% -$60K 0.12% 86
2022
Q3 		$775K Sell
16,225
-1,516
-9% -$91.2K 0.13% 93
2022
Q2 		$1.05M Sell
17,741
-497
-3% -$32.9K 0.18% 92
2022
Q1 		$1.26M Sell
18,238
-750
-4% -$49.7K 0.19% 77
2021
Q4 		$1.24M Sell
18,988
-406
-2% -$23.8K 0.19% 78
2021
Q3 		$1.02M Buy
19,394
+803
+4% +$46.1K 0.17% 95
2021
Q2 		$1.05M Buy
18,591
+882
+5% +$50.1K 0.18% 92
2021
Q1 		$928K Buy
17,709
+980
+6% +$51.1K 0.17% 92
2020
Q4 		$873K Buy
16,729
+176
+1% +$9.34K 0.16% 94
2020
Q3 		$846K Buy
16,553
+2,674
+19% +$134K 0.17% 80
2020
Q2 		$746K Sell
13,879
-4,351
-24% -$220K 0.17% 76
2020
Q1 		$939K Sell
18,230
-1,016
-5% -$56.1K 0.24% 60
2019
Q4 		$1.07M Buy
+19,246
New +$989K 0.23% 72

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

Liberty One Investment Management's NGG Position: Q2 2026 in Review

Liberty One Investment Management reduced its National Grid (NGG) stake by 1.2% in Q2 2026, selling an estimated $8.93K and leaving 8,461 shares worth $701K. The position accounts for 0.07% of the portfolio, ranked #114.

Liberty One Investment Management first reported a position in NGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.26M in Q1 2022. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Liberty One Investment Management held 8,461 shares of National Grid worth $701K as of Q2 2026.
  • Liberty One Investment Management sold 105 National Grid shares in Q2 2026, an estimated $8.93K.
  • National Grid made up 0.07% of Liberty One Investment Management's portfolio in Q2 2026, its #114 holding.
  • Liberty One Investment Management first reported a position in National Grid in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's National Grid position peaked at $1.26M in Q1 2022.
  • 619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.