Pinnacle Wealth Planning Services’s National Grid NGG Stock Holding History

Pinnacle Wealth Planning Services’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	$528K	Buy	6,372 +1,014	+19%	+$86.2K	0.05%	218
2026 Q1	$453K	Sell	5,358 -1,122	-17%	-$96.7K	0.05%	237
2025 Q4	$501K	Buy	6,480 +414	+7%	+$31.1K	0.05%	214
2025 Q3	$435K	Buy	6,066 +698	+13%	+$49K	0.05%	242
2025 Q2	$394K	Buy	+5,368	New	+$369K	0.05%	237
2021 Q1	–	Sell	-1,847	Closed	-$96K	–	1376
2020 Q4	$96K	Buy	+1,847	New	+$98K	0.02%	483

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

Pinnacle Wealth Planning Services's NGG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its National Grid (NGG) stake by 19% in Q2 2026, buying an estimated $86.2K and bringing the position to 6,372 shares worth $528K. The position accounts for 0.05% of the portfolio, ranked #218.

Pinnacle Wealth Planning Services first reported a position in NGG in Q4 2020 and has held it in 6 quarters since. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Pinnacle Wealth Planning Services held 6,372 shares of National Grid worth $528K as of Q2 2026.
Pinnacle Wealth Planning Services bought 1,014 National Grid shares in Q2 2026, an estimated $86.2K.
National Grid made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #218 holding.
Pinnacle Wealth Planning Services first reported a position in National Grid in Q4 2020 and has held it in 6 quarters since.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.