Lido Advisors’s National Grid NGG Stock Holding History

Lido Advisors’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	$2M	Buy	23,946 +7,446	+45%	+$633K	0.01%	801
2026 Q1	$1.4M	Buy	16,500 +10,333	+168%	+$890K	﹤0.01%	827
2025 Q4	$448K	Sell	6,167 -89	-1%	-$6.69K	﹤0.01%	1346
2025 Q3	$448K	Buy	6,256 +3,168	+103%	+$222K	﹤0.01%	1282
2025 Q2	$232K	Buy	+3,088	New	+$212K	﹤0.01%	1458
2023 Q4	–	Sell	-4,627	Closed	-$264K	–	1403
2023 Q3	$264K	Sell	4,627 -985	-18%	-$59.6K	﹤0.01%	971
2023 Q2	$356K	Sell	5,612 -1,887	-25%	-$124K	﹤0.01%	853
2023 Q1	$481K	Buy	+7,499	New	+$449K	﹤0.01%	679

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

Lido Advisors's NGG Position: Q2 2026 in Review

Lido Advisors increased its National Grid (NGG) stake by 45% in Q2 2026, buying an estimated $633K and bringing the position to 23,946 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #801.

Lido Advisors first reported a position in NGG in Q1 2023 and has held it in 8 quarters since. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Lido Advisors held 23,946 shares of National Grid worth $2M as of Q2 2026.
Lido Advisors bought 7,446 National Grid shares in Q2 2026, an estimated $633K.
National Grid made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #801 holding.
Lido Advisors first reported a position in National Grid in Q1 2023 and has held it in 8 quarters since.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.