Mount Yale Investment Advisors’s National Grid NGG Stock Holding History

Mount Yale Investment Advisors’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	$2.06M	Buy	24,642 +15,410	+167%	+$1.31M	0.04%	402
2026 Q1	$781K	Buy	9,232 +2,770	+43%	+$239K	0.02%	578
2025 Q4	$507K	Buy	6,462 +687	+12%	+$51.7K	0.02%	457
2025 Q3	$414K	Buy	5,775 +3,560	+161%	+$250K	0.03%	456
2025 Q2	$163K	Buy	+2,215	New	+$152K	0.01%	575
2024 Q1	–	Sell	-8,796	Closed	-$564K	–	551
2023 Q4	$564K	Buy	8,796 +646	+8%	+$38.6K	0.05%	299
2023 Q3	$466K	Buy	8,150 +422	+5%	+$25.5K	0.05%	315
2023 Q2	$490K	Buy	7,728 +594	+8%	+$39K	0.05%	311
2023 Q1	$457K	Buy	7,134 +2,619	+58%	+$157K	0.05%	310
2022 Q4	$257K	Sell	4,515 -2,023	-31%	-$108K	0.03%	386
2022 Q3	$312K	Buy	6,538 +752	+13%	+$45.3K	0.04%	333
2022 Q2	$347K	Buy	+5,786	New	+$383K	0.04%	326
2018 Q4	–	Sell	-1,666	Closed	-$82K	–	607
2018 Q3	$82K	Buy	1,666 +558	+50%	+$26.5K	0.01%	503
2018 Q2	$55K	Buy	1,108 +264	+31%	+$13.3K	0.01%	605
2018 Q1	$42K	Buy	+844	New	+$41.2K	0.01%	642

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

Mount Yale Investment Advisors's NGG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its National Grid (NGG) stake by 167% in Q2 2026, buying an estimated $1.31M and bringing the position to 24,642 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #402.

Mount Yale Investment Advisors first reported a position in NGG in Q1 2018 and has held it in 15 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Mount Yale Investment Advisors held 24,642 shares of National Grid worth $2.06M as of Q2 2026.
Mount Yale Investment Advisors bought 15,410 National Grid shares in Q2 2026, an estimated $1.31M.
National Grid made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #402 holding.
Mount Yale Investment Advisors first reported a position in National Grid in Q1 2018 and has held it in 15 quarters since.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.