Perigon Wealth Management’s National Grid NGG Stock Holding History

Perigon Wealth 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	$538K	Buy	6,496 +223	+4%	+$19K	0.01%	856
2026 Q1	$531K	Buy	6,273 +277	+5%	+$23.9K	0.01%	780
2025 Q4	$464K	Buy	+5,996	New	+$451K	0.01%	838
2017 Q1	–	Sell	-69	Closed	-$4K	–	675
2016 Q4	$4K	Sell	69 -175	-72%	-$10.4K	﹤0.01%	662
2016 Q3	$17K	Hold	244	–	–	﹤0.01%	421
2016 Q2	$17K	Hold	244	–	–	﹤0.01%	352
2016 Q1	$17K	Buy	+244	New	+$16.3K	0.01%	231

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

Perigon Wealth Management's NGG Position: Q2 2026 in Review

Perigon Wealth Management increased its National Grid (NGG) stake by 3.6% in Q2 2026, buying an estimated $19K and bringing the position to 6,496 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #856.

Perigon Wealth Management first reported a position in NGG in Q1 2016 and has held it in 7 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Perigon Wealth Management held 6,496 shares of National Grid worth $538K as of Q2 2026.
Perigon Wealth Management bought 223 National Grid shares in Q2 2026, an estimated $19K.
National Grid made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #856 holding.
Perigon Wealth Management first reported a position in National Grid in Q1 2016 and has held it in 7 quarters since.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.