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Physician Wealth Advisors’s National Grid NGG Stock Holding History

Physician Wealth Advisors’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 		$17.7K Sell
214
-2
-0.9% -$170 ﹤0.01% 703
2026
Q1 		$18.3K Buy
216
+9
+4% +$775 ﹤0.01% 644
2025
Q4 		$16K Buy
207
+7
+4% +$526 ﹤0.01% 643
2025
Q3 		$14.3K Buy
200
+3
+2% +$210 ﹤0.01% 651
2025
Q2 		$14.4K Buy
197
+7
+4% +$481 ﹤0.01% 578
2025
Q1 		$11.9K Hold
190
– – ﹤0.01% 586
2024
Q4 		$10.8K Buy
+190
New +$11.4K ﹤0.01% 616

Other funds holding NGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Physician Wealth Advisors's NGG Position: Q2 2026 in Review

Physician Wealth Advisors reduced its National Grid (NGG) stake by 0.93% in Q2 2026, selling an estimated $170 and leaving 214 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Physician Wealth Advisors first reported a position in NGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.3K in Q1 2026. 257 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Physician Wealth Advisors held 214 shares of National Grid worth $17.7K as of Q2 2026.
  • Physician Wealth Advisors sold 2 National Grid shares in Q2 2026, an estimated $170.
  • National Grid made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #703 holding.
  • Physician Wealth Advisors first reported a position in National Grid in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's National Grid position peaked at $18.3K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.