Meridian Wealth Management’s National Grid NGG Stock Holding History

Meridian Wealth Management’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	$394K	Sell	4,754 -50	-1%	-$4.25K	0.01%	607
2026 Q1	$406K	Sell	4,804 -99	-2%	-$8.53K	0.01%	565
2025 Q4	$379K	Buy	4,903 +117	+2%	+$8.8K	0.01%	561
2025 Q3	$343K	Sell	4,786 -608	-11%	-$42.6K	0.01%	557
2025 Q2	$396K	Sell	5,394 -172	-3%	-$11.8K	0.02%	503
2025 Q1	$350K	Sell	5,566 -325	-6%	-$19.1K	0.02%	488
2024 Q4	$335K	Sell	5,891 -14	-0.2%	-$842	0.02%	504
2024 Q3	$388K	Buy	+5,905	New	+$362K	0.02%	470
2024 Q2	–	Sell	-5,825	Closed	-$374K	–	461
2024 Q1	$374K	Buy	5,825 +348	+6%	+$22K	0.06%	157
2023 Q4	$351K	Sell	5,477 -5,812	-51%	-$347K	0.02%	460
2023 Q3	$645K	Buy	11,289 +5,093	+82%	+$308K	0.04%	315
2023 Q2	$393K	Sell	6,196 -43	-0.7%	-$2.82K	0.03%	372
2023 Q1	$400K	Buy	6,239 +12	+0.2%	+$719	0.03%	360
2022 Q4	$354K	Sell	6,227 -628	-9%	-$33.6K	0.03%	377
2022 Q3	$327K	Sell	6,855 -6,122	-47%	-$368K	0.04%	355
2022 Q2	$778K	Buy	+12,977	New	+$858K	0.06%	278

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

Meridian Wealth Management's NGG Position: Q2 2026 in Review

Meridian Wealth Management reduced its National Grid (NGG) stake by 1% in Q2 2026, selling an estimated $4.25K and leaving 4,754 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #607.

Meridian Wealth Management first reported a position in NGG in Q2 2022 and has held it in 16 quarters since. The position peaked at $778K in Q2 2022. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Meridian Wealth Management held 4,754 shares of National Grid worth $394K as of Q2 2026.
Meridian Wealth Management sold 50 National Grid shares in Q2 2026, an estimated $4.25K.
National Grid made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #607 holding.
Meridian Wealth Management first reported a position in National Grid in Q2 2022 and has held it in 16 quarters since.
Meridian Wealth Management's National Grid position peaked at $778K in Q2 2022.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.