Navis Wealth Advisors’s National Grid NGG Stock Holding History

Navis Wealth 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 Q1	–	Sell	-4,170	Closed	-$323K	–	198
2025 Q4	$323K	Buy	+4,170	New	+$314K	0.14%	133

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Navis Wealth Advisors's NGG Position: Q1 2026 in Review

Navis Wealth Advisors sold out of National Grid (NGG) in Q1 2026, closing a stake of 4,170 shares — an estimated $323K sold.

Navis Wealth Advisors first reported a position in NGG in Q4 2025 and held it in 1 quarter. The position peaked at $323K in Q4 2025. 590 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

Navis Wealth Advisors reported no remaining National Grid position as of Q1 2026 after selling out during the quarter.
Navis Wealth Advisors sold 4,170 National Grid shares in Q1 2026, an estimated $323K.
Navis Wealth Advisors first reported a position in National Grid in Q4 2025 and held it in 1 quarter.
Navis Wealth Advisors's National Grid position peaked at $323K in Q4 2025.
590 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.