MV Capital Management’s National Grid NGG Stock Holding History

MV Capital 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	$1.82K	Sell	22 -19	-46%	-$1.61K	﹤0.01%	811
2026 Q1	$3.47K	Buy	41 +30	+273%	+$2.58K	﹤0.01%	676
2025 Q4	$851	Buy	+11	New	+$827	﹤0.01%	848
2020 Q3	–	Sell	-590	Closed	-$32K	–	280
2020 Q2	$32K	Buy	+590	New	+$29.9K	0.01%	170
2017 Q1	–	Sell	-119	Closed	-$7K	–	376
2016 Q4	$7K	Hold	119	–	–	﹤0.01%	260
2016 Q3	$8K	Hold	119	–	–	﹤0.01%	244
2016 Q2	$9K	Hold	119	–	–	﹤0.01%	237
2016 Q1	$8K	Hold	119	–	–	﹤0.01%	235
2015 Q4	$8K	Hold	119	–	–	﹤0.01%	251
2015 Q3	$8K	Hold	119	–	–	﹤0.01%	238
2015 Q2	$7K	Hold	119	–	–	﹤0.01%	335
2015 Q1	$7K	Hold	119	–	–	﹤0.01%	322
2014 Q4	$8K	Buy	+119	New	+$8.27K	﹤0.01%	312

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

MV Capital Management's NGG Position: Q2 2026 in Review

MV Capital Management reduced its National Grid (NGG) stake by 46% in Q2 2026, selling an estimated $1.61K and leaving 22 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

MV Capital Management first reported a position in NGG in Q4 2014 and has held it in 13 quarters since. The position peaked at $32K in Q2 2020. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

MV Capital Management held 22 shares of National Grid worth $1.82K as of Q2 2026.
MV Capital Management sold 19 National Grid shares in Q2 2026, an estimated $1.61K.
National Grid made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #811 holding.
MV Capital Management first reported a position in National Grid in Q4 2014 and has held it in 13 quarters since.
MV Capital Management's National Grid position peaked at $32K in Q2 2020.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.