Lloyd Advisory Services’s National Grid NGG Stock Holding History

Lloyd 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	$176K	Buy	+2,128	New	+$181K	0.07%	125
2026 Q1	–	Sell	-3,058	Closed	-$237K	–	980
2025 Q4	$237K	Sell	3,058 -27	-0.9%	-$2.03K	0.09%	99
2025 Q3	$221K	Sell	3,085 -177	-5%	-$12.4K	0.1%	89
2025 Q2	$239K	Sell	3,262 -137	-4%	-$9.41K	0.12%	85
2025 Q1	$214K	Buy	+3,399	New	+$200K	0.11%	95
2024 Q4	–	Sell	-3,404	Closed	-$223K	–	113
2024 Q3	$223K	Buy	+3,404	New	+$209K	0.11%	89
2022 Q2	–	Sell	-2,697	Closed	-$186K	–	385
2022 Q1	$186K	Buy	2,697 +73	+3%	+$4.84K	0.09%	95
2021 Q4	$171K	Sell	2,624 -75	-3%	-$4.4K	0.08%	103
2021 Q3	$142K	Sell	2,699 -96	-3%	-$5.51K	0.07%	107
2021 Q2	$158K	Buy	2,795 +4	+0.1%	+$227	0.08%	88
2021 Q1	$146K	Sell	2,791 -98	-3%	-$5.11K	0.08%	83
2020 Q4	$151K	Sell	2,889 -213	-7%	-$11.3K	0.08%	66
2020 Q3	$159K	Sell	3,102 -409	-12%	-$20.5K	0.1%	58
2020 Q2	$189K	Sell	3,511 -309	-8%	-$15.7K	0.12%	57
2020 Q1	$197K	Sell	3,820 -1,080	-22%	-$59.7K	0.15%	48
2019 Q4	$272K	Buy	+4,900	New	+$252K	0.25%	58

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

Lloyd Advisory Services's NGG Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in National Grid (NGG) in Q2 2026: 2,128 shares worth $176K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in NGG as recently as Q4 2025.

Lloyd Advisory Services first reported a position in NGG in Q4 2019 and has held it in 16 quarters since. The position peaked at $272K in Q4 2019. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Lloyd Advisory Services held 2,128 shares of National Grid worth $176K as of Q2 2026.
National Grid was a new Lloyd Advisory Services position in Q2 2026.
National Grid made up 0.07% of Lloyd Advisory Services's portfolio in Q2 2026, its #125 holding.
Lloyd Advisory Services first reported a position in National Grid in Q4 2019 and has held it in 16 quarters since.
Lloyd Advisory Services's National Grid position peaked at $272K in Q4 2019.
615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.