Perpetual Ltd
NGG icon

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
Q3 		$2.16M Hold
28,478
– – 0.03% 158
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

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Perpetual Ltd's NGG Position: Q3 2026 in Review

Perpetual Ltd held its National Grid (NGG) position steady in Q3 2026 at 28,478 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #158.

Perpetual Ltd first reported a position in NGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.36M in Q2 2026. 182 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Perpetual Ltd held 28,478 shares of National Grid worth $2.16M as of Q3 2026.
  • Perpetual Ltd left its National Grid share count unchanged in Q3 2026.
  • National Grid made up 0.03% of Perpetual Ltd's portfolio in Q3 2026, its #158 holding.
  • Perpetual Ltd first reported a position in National Grid in Q4 2025 and has held it in 4 quarters since.
  • Perpetual Ltd's National Grid position peaked at $2.36M in Q2 2026.
  • 182 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.