Merit Financial Group
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Merit Financial Group’s National Grid NGG Stock Holding History

Merit Financial 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
Q3 		$793K Buy
10,454
+2,696
+35% +$215K ﹤0.01% 1291
2026
Q2 		$643K Buy
7,758
+354
+5% +$30.1K ﹤0.01% 1342
2026
Q1 		$626K Buy
7,404
+211
+3% +$18.2K ﹤0.01% 1234
2025
Q4 		$556K Buy
7,193
+3,065
+74% +$231K ﹤0.01% 1253
2025
Q3 		$296K Buy
+4,128
New +$289K ﹤0.01% 1468
2024
Q1 		– Sell
-3,477
Closed -$223K – 910
2023
Q4 		$223K Buy
+3,477
New +$208K 0.01% 696

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Merit Financial Group's NGG Position: Q3 2026 in Review

Merit Financial Group increased its National Grid (NGG) stake by 35% in Q3 2026, buying an estimated $215K and bringing the position to 10,454 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Merit Financial Group first reported a position in NGG in Q4 2023 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Merit Financial Group held 10,454 shares of National Grid worth $793K as of Q3 2026.
  • Merit Financial Group bought 2,696 National Grid shares in Q3 2026, an estimated $215K.
  • National Grid made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1291 holding.
  • Merit Financial Group first reported a position in National Grid in Q4 2023 and has held it in 6 quarters since.
  • 348 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.