Net Worth Advisory Group
NGG icon

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
Q3 		$299K Buy
3,966
+553
+16% +$44.1K 0.08% 284
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% -$8.2K 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

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Net Worth Advisory Group's NGG Position: Q3 2026 in Review

Net Worth Advisory Group increased its National Grid (NGG) stake by 16% in Q3 2026, buying an estimated $44.1K and bringing the position to 3,966 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #284.

Net Worth Advisory Group first reported a position in NGG in Q3 2024 and has held it in 9 quarters since. 107 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Net Worth Advisory Group held 3,966 shares of National Grid worth $299K as of Q3 2026.
  • Net Worth Advisory Group bought 553 National Grid shares in Q3 2026, an estimated $44.1K.
  • National Grid made up 0.08% of Net Worth Advisory Group's portfolio in Q3 2026, its #284 holding.
  • Net Worth Advisory Group first reported a position in National Grid in Q3 2024 and has held it in 9 quarters since.
  • 107 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.