MWM
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Modern Wealth Management’s National Grid NGG Stock Holding History

Modern 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 		$319K Buy
3,853
+572
+17% +$48.6K ﹤0.01% 863
2026
Q1 		$285K Buy
+3,281
New +$283K ﹤0.01% 732
2025
Q3 		– Sell
-3,365
Closed -$247K – 827
2025
Q2 		$247K Buy
+3,365
New +$231K 0.01% 670

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Modern Wealth Management increased its National Grid (NGG) stake by 17% in Q2 2026, buying an estimated $48.6K and bringing the position to 3,853 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Modern Wealth Management first reported a position in NGG in Q2 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Modern Wealth Management held 3,853 shares of National Grid worth $319K as of Q2 2026.
  • Modern Wealth Management bought 572 National Grid shares in Q2 2026, an estimated $48.6K.
  • National Grid made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #863 holding.
  • Modern Wealth Management first reported a position in National Grid in Q2 2025 and has held it in 3 quarters since.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

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