MBM Wealth Consultants’s National Grid NGG Stock Holding History

MBM Wealth Consultants’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	–	Sell	-24	Closed	-$2.03K	–	281
2026 Q1	$2.03K	Buy	+24	New	+$2.07K	﹤0.01%	304

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

MBM Wealth Consultants's NGG Position: Q2 2026 in Review

MBM Wealth Consultants sold out of National Grid (NGG) in Q2 2026, closing a stake of 24 shares — an estimated $2.03K sold.

MBM Wealth Consultants first reported a position in NGG in Q1 2026 and held it in 1 quarter. The position peaked at $2.03K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

MBM Wealth Consultants reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 24 National Grid shares in Q2 2026, an estimated $2.03K.
MBM Wealth Consultants first reported a position in National Grid in Q1 2026 and held it in 1 quarter.
MBM Wealth Consultants's National Grid position peaked at $2.03K in Q1 2026.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.