MAI Capital Management’s National Grid NGG Stock Holding History

MAI Capital 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	$259K	Buy	3,131 +1,310	+72%	+$111K	﹤0.01%	1664
2026 Q1	$154K	Buy	1,821 +291	+19%	+$25.1K	﹤0.01%	1605
2025 Q4	$118K	Buy	1,530 +56	+4%	+$4.21K	﹤0.01%	1555
2025 Q3	$106K	Sell	1,474 -1,047	-42%	-$73.4K	﹤0.01%	1549
2025 Q2	$185K	Buy	2,521 +783	+45%	+$53.8K	﹤0.01%	1217
2025 Q1	$109K	Sell	1,738 -24	-1%	-$1.41K	﹤0.01%	1363
2024 Q4	$100K	Buy	+1,762	New	+$106K	﹤0.01%	1436

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

MAI Capital Management's NGG Position: Q2 2026 in Review

MAI Capital Management increased its National Grid (NGG) stake by 72% in Q2 2026, buying an estimated $111K and bringing the position to 3,131 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

MAI Capital Management first reported a position in NGG in Q4 2024 and has held it in 7 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

MAI Capital Management held 3,131 shares of National Grid worth $259K as of Q2 2026.
MAI Capital Management bought 1,310 National Grid shares in Q2 2026, an estimated $111K.
National Grid made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1664 holding.
MAI Capital Management first reported a position in National Grid in Q4 2024 and has held it in 7 quarters since.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.