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NewEdge Advisors’s National Grid NGG Stock Holding History

NewEdge 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 		$638K Buy
7,701
+988
+15% +$84K ﹤0.01% 1980
2026
Q1 		$568K Sell
6,713
-796
-11% -$68.6K ﹤0.01% 1885
2025
Q4 		$581K Sell
7,509
-1,606
-18% -$121K ﹤0.01% 1866
2025
Q3 		$653K Sell
9,115
-415
-4% -$29.1K ﹤0.01% 1657
2025
Q2 		$699K Buy
9,530
+377
+4% +$25.9K ﹤0.01% 1495
2025
Q1 		$575K Buy
9,153
+1,014
+12% +$59.6K ﹤0.01% 1507
2024
Q4 		$463K Buy
8,139
+333
+4% +$20K ﹤0.01% 1607
2024
Q3 		$513K Buy
7,806
+1,454
+23% +$89.1K ﹤0.01% 1463
2024
Q2 		$340K Buy
6,352
+1,706
+37% +$103K ﹤0.01% 1646
2024
Q1 		$299K Buy
4,646
+594
+15% +$37.6K ﹤0.01% 1646
2023
Q4 		$255K Buy
4,052
+2,734
+207% +$163K ﹤0.01% 1614
2023
Q3 		$75.3K Buy
1,318
+1,255
+1,992% +$75.9K ﹤0.01% 1942
2023
Q2 		$3.97K Hold
63
– – ﹤0.01% 2881
2023
Q1 		$4.01K Sell
63
-799
-93% -$47.9K ﹤0.01% 2853
2022
Q4 		$49K Buy
+862
New +$46.1K ﹤0.01% 1728
2017
Q3 		– Sell
-369
Closed -$19.8K – 849
2017
Q2 		$19.8K Buy
+369
New +$22.5K ﹤0.01% 745

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

NewEdge Advisors's NGG Position: Q2 2026 in Review

NewEdge Advisors increased its National Grid (NGG) stake by 15% in Q2 2026, buying an estimated $84K and bringing the position to 7,701 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

NewEdge Advisors first reported a position in NGG in Q2 2017 and has held it in 16 quarters since. The position peaked at $699K in Q2 2025. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • NewEdge Advisors held 7,701 shares of National Grid worth $638K as of Q2 2026.
  • NewEdge Advisors bought 988 National Grid shares in Q2 2026, an estimated $84K.
  • National Grid made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1980 holding.
  • NewEdge Advisors first reported a position in National Grid in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's National Grid position peaked at $699K in Q2 2025.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.