Measured Wealth Private Client Group’s National Grid NGG Stock Holding History

Measured Wealth Private Client Group’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	$32.5K	Hold	392	–	–	0.01%	396
2026 Q1	$33.2K	Hold	392	–	–	0.01%	359
2025 Q4	$30.3K	Sell	392 -6	-2%	-$451	0.01%	385
2025 Q3	$28.5K	Buy	+398	New	+$27.9K	0.01%	401
2018 Q4	–	Sell	-571	Closed	-$25K	–	482
2018 Q3	$25K	Buy	+571	New	+$27.2K	0.02%	490

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

Measured Wealth Private Client Group's NGG Position: Q2 2026 in Review

Measured Wealth Private Client Group held its National Grid (NGG) position steady in Q2 2026 at 392 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #396.

Measured Wealth Private Client Group first reported a position in NGG in Q3 2018 and has held it in 5 quarters since. The position peaked at $33.2K in Q1 2026. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Measured Wealth Private Client Group held 392 shares of National Grid worth $32.5K as of Q2 2026.
Measured Wealth Private Client Group left its National Grid share count unchanged in Q2 2026.
National Grid made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #396 holding.
Measured Wealth Private Client Group first reported a position in National Grid in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's National Grid position peaked at $33.2K in Q1 2026.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.