MIM
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MTM Investment Management’s National Grid NGG Stock Holding History

MTM Investment 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 		$79.9K Hold
964
– – 0.02% 295
2026
Q1 		$81.6K Hold
964
– – 0.03% 278
2025
Q4 		$74.6K Sell
964
-14
-1% -$1.05K 0.02% 294
2025
Q3 		$70.1K Hold
978
– – 0.02% 304
2025
Q2 		$71.7K Buy
+978
New +$67.2K 0.02% 300

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

MTM Investment Management's NGG Position: Q2 2026 in Review

MTM Investment Management held its National Grid (NGG) position steady in Q2 2026 at 964 shares worth $79.9K. The position accounts for 0.02% of the portfolio, ranked #295.

MTM Investment Management first reported a position in NGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $81.6K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • MTM Investment Management held 964 shares of National Grid worth $79.9K as of Q2 2026.
  • MTM Investment Management left its National Grid share count unchanged in Q2 2026.
  • National Grid made up 0.02% of MTM Investment Management's portfolio in Q2 2026, its #295 holding.
  • MTM Investment Management first reported a position in National Grid in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's National Grid position peaked at $81.6K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.