NewEdge Wealth’s National Grid NGG Stock Holding History

NewEdge 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	$1.04M	Buy	12,525 +548	+5%	+$46.6K	0.01%	652
2026 Q1	$1.01M	Sell	11,977 -2,759	-19%	-$238K	0.01%	624
2025 Q4	$1.14M	Buy	14,736 +2,118	+17%	+$159K	0.01%	586
2025 Q3	$938K	Buy	12,618 +4,459	+55%	+$313K	0.01%	584
2025 Q2	$580K	Sell	8,159 -1,183	-13%	-$81.3K	0.01%	668
2025 Q1	$587K	Buy	9,342 +1,179	+14%	+$69.3K	0.01%	603
2024 Q4	$465K	Sell	8,163 -2,147	-21%	-$129K	0.01%	656
2024 Q3	$677K	Buy	10,310 +722	+8%	+$44.2K	0.01%	550
2024 Q2	$513K	Sell	9,588 -401	-4%	-$24.2K	0.01%	544
2024 Q1	$636K	Buy	+9,989	New	+$632K	0.01%	508
2022 Q3	–	Sell	-18,154	Closed	-$1.09M	–	580
2022 Q2	$1.09M	Buy	+18,154	New	+$1.2M	0.05%	277

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Wealth's NGG Position: Q2 2026 in Review

NewEdge Wealth increased its National Grid (NGG) stake by 4.6% in Q2 2026, buying an estimated $46.6K and bringing the position to 12,525 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #652.

NewEdge Wealth first reported a position in NGG in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.14M in Q4 2025. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

NewEdge Wealth held 12,525 shares of National Grid worth $1.04M as of Q2 2026.
NewEdge Wealth bought 548 National Grid shares in Q2 2026, an estimated $46.6K.
National Grid made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #652 holding.
NewEdge Wealth first reported a position in National Grid in Q2 2022 and has held it in 11 quarters since.
NewEdge Wealth's National Grid position peaked at $1.14M in Q4 2025.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.