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PDS Planning’s National Grid NGG Stock Holding History

PDS Planning’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 		$352K Buy
4,248
+87
+2% +$7.4K 0.02% 385
2026
Q1 		$352K Buy
4,161
+233
+6% +$20.1K 0.02% 353
2025
Q4 		$304K Sell
3,928
-36
-0.9% -$2.71K 0.02% 379
2025
Q3 		$284K Buy
3,964
+238
+6% +$16.7K 0.02% 397
2025
Q2 		$273K Buy
3,726
+279
+8% +$19.2K 0.02% 382
2025
Q1 		$217K Buy
+3,447
New +$203K 0.02% 412
2024
Q4 		– Sell
-3,261
Closed -$214K – 463
2024
Q3 		$214K Buy
+3,261
New +$200K 0.02% 394
2024
Q2 		– Sell
-3,261
Closed -$210K – 409
2024
Q1 		$210K Buy
+3,261
New +$206K 0.02% 351

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

PDS Planning's NGG Position: Q2 2026 in Review

PDS Planning increased its National Grid (NGG) stake by 2.1% in Q2 2026, buying an estimated $7.4K and bringing the position to 4,248 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #385.

PDS Planning first reported a position in NGG in Q1 2024 and has held it in 8 quarters since. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • PDS Planning held 4,248 shares of National Grid worth $352K as of Q2 2026.
  • PDS Planning bought 87 National Grid shares in Q2 2026, an estimated $7.4K.
  • National Grid made up 0.02% of PDS Planning's portfolio in Q2 2026, its #385 holding.
  • PDS Planning first reported a position in National Grid in Q1 2024 and has held it in 8 quarters since.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.