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Mayflower Financial Advisors’s National Grid NGG Stock Holding History

Mayflower Financial Advisors’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 		$396K Buy
4,779
+772
+19% +$65.6K 0.03% 322
2026
Q1 		$339K Sell
4,007
-52
-1% -$4.48K 0.04% 324
2025
Q4 		$314K Buy
4,059
+127
+3% +$9.55K 0.04% 335
2025
Q3 		$282K Buy
3,932
+67
+2% +$4.7K 0.04% 347
2025
Q2 		$284K Buy
3,865
+55
+1% +$3.78K 0.04% 324
2025
Q1 		$239K Buy
3,810
+147
+4% +$8.64K 0.04% 347
2024
Q4 		$209K Sell
3,663
-74
-2% -$4.45K 0.03% 369
2024
Q3 		$245K Buy
+3,737
New +$229K 0.04% 327
2024
Q2 		– Sell
-3,906
Closed -$251K – 365
2024
Q1 		$251K Buy
3,906
+170
+5% +$10.8K 0.04% 303
2023
Q4 		$239K Sell
3,736
-282
-7% -$16.8K 0.03% 300
2023
Q3 		$230K Sell
4,018
-189
-4% -$11.4K 0.03% 294
2023
Q2 		$267K Sell
4,207
-303
-7% -$19.9K 0.03% 290
2023
Q1 		$289K Buy
4,510
+124
+3% +$7.43K 0.04% 274
2022
Q4 		$249K Sell
4,386
-40
-0.9% -$2.14K 0.03% 291
2022
Q3 		$211K Buy
4,426
+50
+1% +$3.01K 0.03% 297
2022
Q2 		$262K Sell
4,376
-118
-3% -$7.8K 0.04% 273
2022
Q1 		$311K Buy
4,494
+305
+7% +$20.2K 0.04% 260
2021
Q4 		$273K Sell
4,189
-72
-2% -$4.23K 0.04% 281
2021
Q3 		$235K Buy
4,261
+484
+13% +$27.8K 0.03% 296
2021
Q2 		$214K Buy
+3,777
New +$215K 0.03% 293

Other funds holding NGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Mayflower Financial Advisors's NGG Position: Q2 2026 in Review

Mayflower Financial Advisors increased its National Grid (NGG) stake by 19% in Q2 2026, buying an estimated $65.6K and bringing the position to 4,779 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #322.

Mayflower Financial Advisors first reported a position in NGG in Q2 2021 and has held it in 20 quarters since. 293 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Mayflower Financial Advisors held 4,779 shares of National Grid worth $396K as of Q2 2026.
  • Mayflower Financial Advisors bought 772 National Grid shares in Q2 2026, an estimated $65.6K.
  • National Grid made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #322 holding.
  • Mayflower Financial Advisors first reported a position in National Grid in Q2 2021 and has held it in 20 quarters since.
  • 293 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.