North Star Investment Management’s National Grid NGG Stock Holding History

North Star Investment Management’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	$4.56K	Sell	55 -6	-10%	-$510	﹤0.01%	1245
2026 Q1	$5.16K	Buy	61 +6	+11%	+$517	﹤0.01%	1186
2025 Q4	$4.25K	Buy	+55	New	+$4.14K	﹤0.01%	1130
2024 Q4	–	Sell	-57	Closed	-$3.76K	–	1251
2024 Q3	$3.76K	Buy	+57	New	+$3.49K	﹤0.01%	1012
2020 Q4	–	Sell	-518	Closed	-$26K	–	1049
2020 Q3	$26K	Hold	518	–	–	﹤0.01%	624
2020 Q2	$28K	Hold	518	–	–	﹤0.01%	579
2020 Q1	$27K	Hold	518	–	–	﹤0.01%	588
2019 Q4	$29K	Hold	518	–	–	﹤0.01%	657
2019 Q3	$25K	Buy	+518	New	+$23.9K	﹤0.01%	680
2019 Q2	–	Sell	-518	Closed	-$26K	–	729
2019 Q1	$26K	Hold	518	–	–	﹤0.01%	677
2018 Q4	$22K	Hold	518	–	–	﹤0.01%	667
2018 Q3	$24K	Hold	518	–	–	﹤0.01%	697
2018 Q2	$26K	Hold	518	–	–	﹤0.01%	691
2018 Q1	$26K	Hold	518	–	–	﹤0.01%	689
2017 Q4	$27K	Hold	518	–	–	﹤0.01%	666
2017 Q3	$29K	Hold	518	–	–	﹤0.01%	649
2017 Q2	$29K	Hold	518	–	–	﹤0.01%	629
2017 Q1	$32K	Hold	518	–	–	﹤0.01%	594
2016 Q4	$29K	Hold	518	–	–	﹤0.01%	578
2016 Q3	$36K	Hold	518	–	–	0.01%	455
2016 Q2	$37K	Hold	518	–	–	0.01%	447
2016 Q1	$36K	Hold	518	–	–	0.01%	434
2015 Q4	$35K	Hold	518	–	–	0.01%	433
2015 Q3	$35K	Hold	518	–	–	0.01%	436
2015 Q2	$32K	Hold	518	–	–	0.01%	438
2015 Q1	$32K	Hold	518	–	–	0.01%	431
2014 Q4	$35K	Hold	518	–	–	0.01%	411
2014 Q3	$36K	Hold	518	–	–	0.01%	400
2014 Q2	$37K	Hold	518	–	–	0.01%	415
2014 Q1	$34K	Buy	+518	New	+$33.4K	0.01%	414

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

North Star Investment Management's NGG Position: Q2 2026 in Review

North Star Investment Management reduced its National Grid (NGG) stake by 9.8% in Q2 2026, selling an estimated $510 and leaving 55 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

North Star Investment Management first reported a position in NGG in Q1 2014 and has held it in 30 quarters since. The position peaked at $37K in Q2 2016. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

North Star Investment Management held 55 shares of National Grid worth $4.56K as of Q2 2026.
North Star Investment Management sold 6 National Grid shares in Q2 2026, an estimated $510.
National Grid made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1245 holding.
North Star Investment Management first reported a position in National Grid in Q1 2014 and has held it in 30 quarters since.
North Star Investment Management's National Grid position peaked at $37K in Q2 2016.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.