Net Worth Advisory Group’s National Grid NGG Stock Holding History

Net Worth Advisory Group’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	$283K	Sell	3,413 -39	-1%	-$3.32K	0.07%	300
2026 Q1	$292K	Buy	3,452 +6	+0.2%	+$517	0.06%	311
2025 Q4	$267K	Buy	3,446 +20	+0.6%	+$1.5K	0.05%	362
2025 Q3	$245K	Sell	3,426 -117	-3%	-$8.21K	0.07%	348
2025 Q2	$260K	Sell	3,543 -189	-5%	-$13K	0.06%	347
2025 Q1	$235K	Sell	3,732 -143	-4%	-$8.4K	0.07%	310
2024 Q4	$221K	Sell	3,875 -250	-6%	-$15K	0.07%	334
2024 Q3	$271K	Buy	+4,125	New	+$253K	0.08%	300

Other funds holding NGG

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return