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 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

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

LongView Wealth Management's NGG Position: Q2 2026 in Review

LongView Wealth Management held its National Grid (NGG) position steady in Q2 2026 at 3,047 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #203.

LongView Wealth Management first reported a position in NGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $377K in Q4 2023. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

LongView Wealth Management held 3,047 shares of National Grid worth $253K as of Q2 2026.
LongView Wealth Management left its National Grid share count unchanged in Q2 2026.
National Grid made up 0.06% of LongView Wealth Management's portfolio in Q2 2026, its #203 holding.
LongView Wealth Management first reported a position in National Grid in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's National Grid position peaked at $377K in Q4 2023.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.