Phillips Wealth Planners’s National Grid NGG Stock Holding History

Phillips Wealth Planners’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	$222K	Buy	2,667 +180	+7%	+$15.3K	0.16%	204
2026 Q1	$217K	Sell	2,487 -1,302	-34%	-$112K	0.16%	197
2025 Q4	$306K	Sell	3,789 -66	-2%	-$4.96K	0.25%	139
2025 Q3	$281K	Sell	3,855 -109	-3%	-$7.64K	0.23%	152
2025 Q2	$276K	Sell	3,964 -54	-1%	-$3.71K	0.25%	151
2025 Q1	$262K	Buy	+4,018	New	+$236K	0.28%	131
2024 Q4	–	Sell	-3,769	Closed	-$242K	–	189
2024 Q3	$242K	Sell	3,769 -70	-2%	-$4.29K	0.23%	159
2024 Q2	$222K	Buy	3,839 +60	+2%	+$3.62K	0.23%	160
2024 Q1	$226K	Buy	3,779 +100	+3%	+$6.33K	0.26%	152
2023 Q4	$229K	Buy	+3,679	New	+$220K	0.28%	134
2023 Q3	–	Sell	-3,255	Closed	-$207K	–	156
2023 Q2	$207K	Buy	+3,255	New	+$214K	0.27%	139

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

Phillips Wealth Planners's NGG Position: Q2 2026 in Review

Phillips Wealth Planners increased its National Grid (NGG) stake by 7.2% in Q2 2026, buying an estimated $15.3K and bringing the position to 2,667 shares worth $222K. The position accounts for 0.16% of the portfolio, ranked #204.

Phillips Wealth Planners first reported a position in NGG in Q2 2023 and has held it in 11 quarters since. The position peaked at $306K in Q4 2025. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Phillips Wealth Planners held 2,667 shares of National Grid worth $222K as of Q2 2026.
Phillips Wealth Planners bought 180 National Grid shares in Q2 2026, an estimated $15.3K.
National Grid made up 0.16% of Phillips Wealth Planners's portfolio in Q2 2026, its #204 holding.
Phillips Wealth Planners first reported a position in National Grid in Q2 2023 and has held it in 11 quarters since.
Phillips Wealth Planners's National Grid position peaked at $306K in Q4 2025.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

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