NW
NGG icon

Naviter Wealth’s National Grid NGG Stock Holding History

Naviter Wealth’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 		$2.18M Buy
25,630
+5,453
+27% +$464K 0.2% 115
2026
Q1 		$1.71M Buy
20,177
+883
+5% +$76.1K 0.21% 112
2025
Q4 		$1.51M Sell
19,294
-4,152
-18% -$312K 0.2% 125
2025
Q3 		$1.68M Buy
23,446
+752
+3% +$52.7K 0.2% 128
2025
Q2 		$1.71M Buy
22,694
+679
+3% +$46.7K 0.21% 124
2025
Q1 		$1.38M Buy
22,015
+667
+3% +$39.2K 0.17% 147
2024
Q4 		$1.24M Sell
21,348
-653
-3% -$39.3K 0.15% 157
2024
Q3 		$1.44M Buy
22,001
+3,330
+18% +$204K 0.2% 137
2024
Q2 		$1.09M Buy
18,671
+1,347
+8% +$81.2K 0.16% 148
2024
Q1 		$1.11M Buy
17,324
+1,249
+8% +$79K 0.18% 148
2023
Q4 		$1.04M Buy
16,075
+3,685
+30% +$220K 0.21% 126
2023
Q3 		$708K Buy
12,390
+1,208
+11% +$73K 0.17% 144
2023
Q2 		$733K Buy
11,182
+1,149
+11% +$75.4K 0.19% 137
2023
Q1 		$643K Buy
10,033
+608
+6% +$36.4K 0.22% 125
2022
Q4 		$569K Buy
9,425
+857
+10% +$45.8K 0.16% 141
2022
Q3 		$409K Buy
8,568
+661
+8% +$39.8K 0.17% 142
2022
Q2 		$489K Buy
+7,907
New +$523K 0.2% 125

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

Naviter Wealth's NGG Position: Q2 2026 in Review

Naviter Wealth increased its National Grid (NGG) stake by 27% in Q2 2026, buying an estimated $464K and bringing the position to 25,630 shares worth $2.18M. The position accounts for 0.2% of the portfolio, ranked #115.

Naviter Wealth first reported a position in NGG in Q2 2022 and has held it in 17 quarters since. 618 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Naviter Wealth held 25,630 shares of National Grid worth $2.18M as of Q2 2026.
  • Naviter Wealth bought 5,453 National Grid shares in Q2 2026, an estimated $464K.
  • National Grid made up 0.2% of Naviter Wealth's portfolio in Q2 2026, its #115 holding.
  • Naviter Wealth first reported a position in National Grid in Q2 2022 and has held it in 17 quarters since.
  • 618 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.