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

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

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. 617 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.
617 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.