Money Concepts Capital’s National Grid NGG Stock Holding History

Money Concepts Capital’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	$350K	Sell	4,224 -218	-5%	-$18.5K	0.02%	474
2026 Q1	$376K	Buy	4,442 +739	+20%	+$63.7K	0.02%	422
2025 Q4	$286K	Buy	+3,703	New	+$279K	0.02%	439
2023 Q2	–	Sell	-15,205	Closed	-$980K	–	435
2023 Q1	$980K	Sell	15,205 -1,333	-8%	-$79.9K	0.05%	222
2022 Q4	$940K	Sell	16,538 -1	-0%	-$53	0.04%	307
2022 Q3	$790K	Buy	16,539 +16,256	+5,744%	+$978K	0.05%	250
2022 Q2	$17K	Sell	283 -3,490	-92%	-$231K	﹤0.01%	924
2022 Q1	$261K	Buy	+3,773	New	+$250K	0.01%	624

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

Money Concepts Capital's NGG Position: Q2 2026 in Review

Money Concepts Capital reduced its National Grid (NGG) stake by 4.9% in Q2 2026, selling an estimated $18.5K and leaving 4,224 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #474.

Money Concepts Capital first reported a position in NGG in Q1 2022 and has held it in 8 quarters since. The position peaked at $980K in Q1 2023. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Money Concepts Capital held 4,224 shares of National Grid worth $350K as of Q2 2026.
Money Concepts Capital sold 218 National Grid shares in Q2 2026, an estimated $18.5K.
National Grid made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #474 holding.
Money Concepts Capital first reported a position in National Grid in Q1 2022 and has held it in 8 quarters since.
Money Concepts Capital's National Grid position peaked at $980K in Q1 2023.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.