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 Q3	$2.65K	Buy	35 +13	+59%	+$1.04K	﹤0.01%	758
2026 Q2	$1.82K	Sell	22 -19	-46%	-$1.62K	﹤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

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MV Capital Management's NGG Position: Q3 2026 in Review

MV Capital Management increased its National Grid (NGG) stake by 59% in Q3 2026, buying an estimated $1.04K and bringing the position to 35 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

MV Capital Management first reported a position in NGG in Q4 2014 and has held it in 14 quarters since. The position peaked at $32K in Q2 2020. 227 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

MV Capital Management held 35 shares of National Grid worth $2.65K as of Q3 2026.
MV Capital Management bought 13 National Grid shares in Q3 2026, an estimated $1.04K.
National Grid made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #758 holding.
MV Capital Management first reported a position in National Grid in Q4 2014 and has held it in 14 quarters since.
MV Capital Management's National Grid position peaked at $32K in Q2 2020.
227 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.