MHR
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Matthew Hamilton Rosenberg’s National Grid NGG Stock Holding History

Matthew Hamilton Rosenberg’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 		$9.18K Hold
121
– – ﹤0.01% 646
2026
Q2 		$10K Hold
121
– – ﹤0.01% 629
2026
Q1 		$10.2K Hold
121
– – ﹤0.01% 607
2025
Q4 		$9.36K Sell
121
-2
-2% -$150 ﹤0.01% 638
2025
Q3 		$8.79K Sell
123
-15
-11% -$1.05K ﹤0.01% 651
2025
Q2 		$10.1K Sell
138
-4
-3% -$275 ﹤0.01% 654
2025
Q1 		$8.92K Hold
142
– – ﹤0.01% 652
2024
Q4 		$8.08K Sell
142
-525
-79% -$31.6K ﹤0.01% 655
2024
Q3 		$43.8K Buy
667
+78
+13% +$4.78K 0.01% 447
2024
Q2 		$31.7K Sell
589
-63
-10% -$3.8K 0.01% 479
2024
Q1 		$41.6K Hold
652
– – 0.01% 450
2023
Q4 		$41.7K Buy
652
+125
+24% +$7.46K 0.01% 455
2023
Q3 		$30.1K Buy
527
+62
+13% +$3.75K 0.01% 480
2023
Q2 		$29.5K Buy
465
+1
+0.2% +$66 0.01% 502
2023
Q1 		$29.7K Sell
464
-326
-41% -$19.5K 0.01% 546
2022
Q4 		$44.9K Sell
790
-13
-2% -$695 0.02% 485
2022
Q3 		$38K Buy
803
+325
+68% +$19.6K 0.01% 503
2022
Q2 		$29K Sell
478
-14
-3% -$926 0.01% 543
2022
Q1 		$34K Hold
492
– – 0.01% 507
2021
Q4 		$32K Sell
492
-9
-2% -$528 0.01% 480
2021
Q3 		$26K Hold
501
– – 0.01% 478
2021
Q2 		$28K Hold
501
– – 0.01% 440
2021
Q1 		$26K Hold
501
– – 0.01% 416
2020
Q4 		$26K Buy
501
+154
+44% +$8.17K 0.02% 400
2020
Q3 		$18K Hold
347
– – 0.01% 410
2020
Q2 		$19K Buy
+347
New +$17.6K 0.02% 424

Other funds holding NGG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Matthew Hamilton Rosenberg's NGG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its National Grid (NGG) position steady in Q3 2026 at 121 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Matthew Hamilton Rosenberg first reported a position in NGG in Q2 2020 and has held it in 26 quarters since. The position peaked at $44.9K in Q4 2022. 23 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Matthew Hamilton Rosenberg held 121 shares of National Grid worth $9.18K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its National Grid share count unchanged in Q3 2026.
  • National Grid made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #646 holding.
  • Matthew Hamilton Rosenberg first reported a position in National Grid in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's National Grid position peaked at $44.9K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.