NI
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Natural Investments’s National Grid NGG Stock Holding History

Natural Investments’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 		– Sell
-11,617
Closed -$982K – 311
2026
Q1 		$982K Hold
11,617
– – 0.24% 89
2025
Q4 		$898K Sell
11,617
-32
-0.3% -$2.41K 0.22% 97
2025
Q3 		$834K Hold
11,649
– – 0.21% 103
2025
Q2 		$854K Sell
11,649
-149
-1% -$10.2K 0.22% 98
2025
Q1 		$741K Sell
11,798
-52
-0.4% -$3.06K 0.21% 105
2024
Q4 		$674K Buy
+11,850
New +$713K 0.19% 122

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

Natural Investments's NGG Position: Q2 2026 in Review

Natural Investments sold out of National Grid (NGG) in Q2 2026, closing a stake of 11,617 shares — an estimated $982K sold.

Natural Investments first reported a position in NGG in Q4 2024 and held it in 6 quarters. The position peaked at $982K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Natural Investments reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
  • Natural Investments sold 11,617 National Grid shares in Q2 2026, an estimated $982K.
  • Natural Investments first reported a position in National Grid in Q4 2024 and held it in 6 quarters.
  • Natural Investments's National Grid position peaked at $982K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.