LI
NGG icon

LRI Investments’s National Grid NGG Stock Holding History

LRI Investments’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 		$2.07K Buy
25
+13
+108% +$1.1K ﹤0.01% 1273
2026
Q1 		$1.01K Hold
12
– – ﹤0.01% 1317
2025
Q4 		$928 Hold
12
– – ﹤0.01% 1268
2025
Q3 		$872 Buy
+12
New +$842 ﹤0.01% 1264

Other funds holding NGG

MF
Milford Funds Auckland $6.14B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

LRI Investments's NGG Position: Q2 2026 in Review

LRI Investments increased its National Grid (NGG) stake by 108% in Q2 2026, buying an estimated $1.1K and bringing the position to 25 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

LRI Investments first reported a position in NGG in Q3 2025 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • LRI Investments held 25 shares of National Grid worth $2.07K as of Q2 2026.
  • LRI Investments bought 13 National Grid shares in Q2 2026, an estimated $1.1K.
  • National Grid made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1273 holding.
  • LRI Investments first reported a position in National Grid in Q3 2025 and has held it in 4 quarters since.
  • 229 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.