Medallion Wealth Advisors’s National Grid NGG Stock Holding History

Medallion Wealth 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	$58.4K	Buy	707 +3	+0.4%	+$255	0.02%	443
2026 Q1	$59.6K	Hold	704	–	–	0.02%	447
2025 Q4	$54.5K	Sell	704 -10	-1%	-$752	0.02%	461
2025 Q3	$51.2K	Hold	714	–	–	0.02%	465
2025 Q2	$52.4K	Sell	714 -21	-3%	-$1.44K	0.02%	458
2025 Q1	$46.3K	Hold	735	–	–	0.02%	442
2024 Q4	$41.8K	Buy	+735	New	+$44.2K	0.02%	443

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

Medallion Wealth Advisors's NGG Position: Q2 2026 in Review

Medallion Wealth Advisors increased its National Grid (NGG) stake by 0.43% in Q2 2026, buying an estimated $255 and bringing the position to 707 shares worth $58.4K. The position accounts for 0.02% of the portfolio, ranked #443.

Medallion Wealth Advisors first reported a position in NGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $59.6K in Q1 2026. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Medallion Wealth Advisors held 707 shares of National Grid worth $58.4K as of Q2 2026.
Medallion Wealth Advisors bought 3 National Grid shares in Q2 2026, an estimated $255.
National Grid made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #443 holding.
Medallion Wealth Advisors first reported a position in National Grid in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's National Grid position peaked at $59.6K in Q1 2026.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.