Park Square Financial Group’s National Grid NGG Stock Holding History

Park Square Financial Group’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	$2.57K	Sell	31 -55	-64%	-$4.68K	0.02%	152
2026 Q1	$7.28K	Sell	86 -103	-54%	-$8.87K	0.06%	120
2025 Q4	$11.2K	Sell	189 -41	-18%	-$3.08K	0.07%	135
2025 Q3	$16.5K	Sell	230 -115	-33%	-$8.06K	0.07%	111
2025 Q2	$25.3K	Buy	345 +65	+23%	+$4.47K	0.02%	413
2025 Q1	$17.6K	Sell	280 -19	-6%	-$1.12K	0.01%	471
2024 Q4	$17K	Buy	+299	New	+$18K	0.01%	474

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

Park Square Financial Group's NGG Position: Q2 2026 in Review

Park Square Financial Group reduced its National Grid (NGG) stake by 64% in Q2 2026, selling an estimated $4.68K and leaving 31 shares worth $2.57K. The position accounts for 0.02% of the portfolio, ranked #152.

Park Square Financial Group first reported a position in NGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.3K in Q2 2025. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Park Square Financial Group held 31 shares of National Grid worth $2.57K as of Q2 2026.
Park Square Financial Group sold 55 National Grid shares in Q2 2026, an estimated $4.68K.
National Grid made up 0.02% of Park Square Financial Group's portfolio in Q2 2026, its #152 holding.
Park Square Financial Group first reported a position in National Grid in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's National Grid position peaked at $25.3K in Q2 2025.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.