LongView Wealth Management’s National Grid NGG Stock Holding History

LongView Wealth 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	$231K	Hold	3,047	–	–	0.06%	216
2026 Q2	$253K	Hold	3,047	–	–	0.06%	203
2026 Q1	$271K	Sell	3,047 -485	-14%	-$41.8K	0.07%	207
2025 Q4	$282K	Sell	3,532 -113	-3%	-$8.5K	0.07%	210
2025 Q3	$261K	Sell	3,645 -993	-21%	-$69.6K	0.07%	199
2025 Q2	$340K	Sell	4,638 -300	-6%	-$20.6K	0.1%	154
2025 Q1	$310K	Hold	4,938	–	–	0.09%	163
2024 Q4	$281K	Sell	4,938 -305	-6%	-$18.4K	0.09%	170
2024 Q3	$344K	Hold	5,243	–	–	0.11%	143
2024 Q2	$281K	Hold	5,243	–	–	0.1%	154
2024 Q1	$337K	Sell	5,243 -566	-10%	-$35.8K	0.13%	133
2023 Q4	$377K	Buy	+5,809	New	+$347K	0.17%	120

Other funds holding NGG

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

LongView Wealth Management's NGG Position: Q3 2026 in Review

LongView Wealth Management held its National Grid (NGG) position steady in Q3 2026 at 3,047 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #216.

LongView Wealth Management first reported a position in NGG in Q4 2023 and has held it in 12 quarters since. The position peaked at $377K in Q4 2023. 112 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

LongView Wealth Management held 3,047 shares of National Grid worth $231K as of Q3 2026.
LongView Wealth Management left its National Grid share count unchanged in Q3 2026.
National Grid made up 0.06% of LongView Wealth Management's portfolio in Q3 2026, its #216 holding.
LongView Wealth Management first reported a position in National Grid in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's National Grid position peaked at $377K in Q4 2023.
112 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.