Northwestern Mutual Wealth Management
GRID

Northwestern Mutual Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.2M Buy
386,989
+168,880
+77% +$31.7M 0.04% 230
2026
Q1 		$35.7M Buy
218,109
+58,845
+37% +$9.78M 0.02% 333
2025
Q4 		$24.4M Buy
159,264
+57,098
+56% +$8.76M 0.02% 382
2025
Q3 		$15.4M Buy
102,166
+81,785
+401% +$11.8M 0.01% 460
2025
Q2 		$2.83M Buy
20,381
+19,009
+1,385% +$2.36M ﹤0.01% 853
2025
Q1 		$155K Buy
1,372
+1,025
+295% +$123K ﹤0.01% 1772
2024
Q4 		$41.4K Buy
347
+184
+113% +$22.9K ﹤0.01% 2246
2024
Q3 		$20.7K Buy
163
+28
+21% +$3.34K ﹤0.01% 2453
2024
Q2 		$15.6K Sell
135
-893
-87% -$104K ﹤0.01% 2491
2024
Q1 		$118K Buy
1,028
+251
+32% +$26.6K ﹤0.01% 1759
2023
Q4 		$81.4K Buy
777
+159
+26% +$15K ﹤0.01% 1861
2023
Q3 		$58K Sell
618
-136
-18% -$13.7K ﹤0.01% 1908
2023
Q2 		$79.3K Buy
754
+54
+8% +$5.35K ﹤0.01% 1819
2023
Q1 		$68.4K Buy
700
+381
+119% +$35.8K ﹤0.01% 1829
2022
Q4 		$27.8K Hold
319
– – ﹤0.01% 2124
2022
Q3 		$24K Buy
319
+19
+6% +$1.59K ﹤0.01% 2141
2022
Q2 		$23K Sell
300
-1,676
-85% -$142K ﹤0.01% 2189
2022
Q1 		$186K Sell
1,976
-977
-33% -$90.4K ﹤0.01% 1458
2021
Q4 		$303K Buy
2,953
+2,717
+1,151% +$273K ﹤0.01% 1279
2021
Q3 		$22K Buy
+236
New +$22.7K ﹤0.01% 2184
2013
Q3 		– Sell
-71
Closed -$2K – 1399
2013
Q2 		$2K Buy
+71
New +$2.28K ﹤0.01% 1095

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management's GRID Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 77% in Q2 2026, buying an estimated $31.7M and bringing the position to 386,989 shares worth $74.2M. The position accounts for 0.04% of the portfolio, ranked #230.

Northwestern Mutual Wealth Management first reported a position in GRID in Q2 2013 and has held it in 21 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Northwestern Mutual Wealth Management held 386,989 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $74.2M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 168,880 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $31.7M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Northwestern Mutual Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2013 and has held it in 21 quarters since.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.