NECFA
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New England Capital Financial Advisors’s National Grid NGG Stock Holding History

New England Capital Financial 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
Q2 		$7.54K Hold
91
– – ﹤0.01% 290
2026
Q1 		$7.7K Hold
91
– – ﹤0.01% 281
2025
Q4 		$7.04K Sell
91
-1
-1% -$75 ﹤0.01% 292
2025
Q3 		$6.61K Hold
92
– – ﹤0.01% 295
2025
Q2 		$6.77K Buy
+92
New +$6.32K ﹤0.01% 283

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

New England Capital Financial Advisors's NGG Position: Q2 2026 in Review

New England Capital Financial Advisors held its National Grid (NGG) position steady in Q2 2026 at 91 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

New England Capital Financial Advisors first reported a position in NGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.7K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • New England Capital Financial Advisors held 91 shares of National Grid worth $7.54K as of Q2 2026.
  • New England Capital Financial Advisors left its National Grid share count unchanged in Q2 2026.
  • National Grid made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #290 holding.
  • New England Capital Financial Advisors first reported a position in National Grid in Q2 2025 and has held it in 5 quarters since.
  • New England Capital Financial Advisors's National Grid position peaked at $7.7K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.