MKA
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M. Kulyk & Associates’s National Grid NGG Stock Holding History

M. Kulyk & Associates’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 		$8.34M Buy
100,641
+9,512
+10% +$809K 1.36% 28
2026
Q1 		$7.71M Buy
91,129
+4,061
+5% +$350K 1.44% 26
2025
Q4 		$6.73M Buy
87,068
+8,846
+11% +$665K 1.29% 30
2025
Q3 		$5.6M Buy
78,222
+41
+0.1% +$2.88K 1.14% 33
2025
Q2 		$5.74M Sell
78,181
-2,034
-3% -$140K 1.25% 29
2025
Q1 		$5.04M Buy
80,215
+501
+0.6% +$29.4K 1.15% 30
2024
Q4 		$4.54M Sell
79,714
-4,321
-5% -$260K 0.98% 36
2024
Q3 		$5.52M Sell
84,035
-558
-0.7% -$34.2K 1.11% 32
2024
Q2 		$4.53M Buy
84,593
+3,241
+4% +$195K 1.05% 39
2024
Q1 		$5.23M Sell
81,352
-56,068
-41% -$3.55M 1.21% 33
2023
Q4 		$8.8M Buy
137,420
+141
+0.1% +$8.42K 2.05% 13
2023
Q3 		$7.84M Buy
137,279
+3,563
+3% +$215K 2.18% 13
2023
Q2 		$8.48M Sell
133,716
-6,298
-4% -$413K 2.37% 11
2023
Q1 		$8.97M Buy
140,014
+3,571
+3% +$214K 2.72% 7
2022
Q4 		$7.76M Buy
136,443
+585
+0.4% +$31.3K 2.59% 8
2022
Q3 		$6.49M Sell
135,858
-13,882
-9% -$835K 2.26% 9
2022
Q2 		$8.98M Buy
149,740
+25,451
+20% +$1.68M 2.79% 5
2022
Q1 		$8.59M Buy
124,289
+13,540
+12% +$897K 2.35% 7
2021
Q4 		$7.21M Buy
110,749
+7,922
+8% +$465K 1.86% 15
2021
Q3 		$5.42M Buy
102,827
+4,922
+5% +$282K 1.74% 15
2021
Q2 		$5.54M Buy
97,905
+8,587
+10% +$488K 2% 14
2021
Q1 		$4.68M Buy
89,318
+28,883
+48% +$1.51M 1.75% 15
2020
Q4 		$3.15M Buy
+60,435
New +$3.21M 1.75% 27

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M. Kulyk & Associates's NGG Position: Q2 2026 in Review

M. Kulyk & Associates increased its National Grid (NGG) stake by 10% in Q2 2026, buying an estimated $809K and bringing the position to 100,641 shares worth $8.34M. The position accounts for 1.36% of the portfolio, ranked #28.

M. Kulyk & Associates first reported a position in NGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.98M in Q2 2022. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • M. Kulyk & Associates held 100,641 shares of National Grid worth $8.34M as of Q2 2026.
  • M. Kulyk & Associates bought 9,512 National Grid shares in Q2 2026, an estimated $809K.
  • National Grid made up 1.36% of M. Kulyk & Associates's portfolio in Q2 2026, its #28 holding.
  • M. Kulyk & Associates first reported a position in National Grid in Q4 2020 and has held it in 23 quarters since.
  • M. Kulyk & Associates's National Grid position peaked at $8.98M in Q2 2022.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.