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Perpetual Ltd’s National Grid NGG Stock Holding History

Perpetual Ltd’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 		$2.36M Buy
28,478
+2,514
+10% +$214K 0.03% 166
2026
Q1 		$2.2M Sell
25,964
-4,376
-14% -$377K 0.03% 155
2025
Q4 		$2.35M Buy
+30,340
New +$2.28M 0.03% 164

Other funds holding NGG

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Perpetual Ltd's NGG Position: Q2 2026 in Review

Perpetual Ltd increased its National Grid (NGG) stake by 9.7% in Q2 2026, buying an estimated $214K and bringing the position to 28,478 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #166.

Perpetual Ltd first reported a position in NGG in Q4 2025 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Perpetual Ltd held 28,478 shares of National Grid worth $2.36M as of Q2 2026.
  • Perpetual Ltd bought 2,514 National Grid shares in Q2 2026, an estimated $214K.
  • National Grid made up 0.03% of Perpetual Ltd's portfolio in Q2 2026, its #166 holding.
  • Perpetual Ltd first reported a position in National Grid in Q4 2025 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.