MFG
NGG icon

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
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

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Merit Financial Group's NGG Position: Q2 2026 in Review

Merit Financial Group increased its National Grid (NGG) stake by 4.8% in Q2 2026, buying an estimated $30.1K and bringing the position to 7,758 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Merit Financial Group first reported a position in NGG in Q4 2023 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Merit Financial Group held 7,758 shares of National Grid worth $643K as of Q2 2026.
  • Merit Financial Group bought 354 National Grid shares in Q2 2026, an estimated $30.1K.
  • National Grid made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1342 holding.
  • Merit Financial Group first reported a position in National Grid in Q4 2023 and has held it in 5 quarters since.
  • 129 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.