Planning Strategies
NGG icon

Planning Strategies’s National Grid NGG Stock Holding History

Planning Strategies’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 		$16.2K Buy
213
+28
+15% +$2.23K 0.01% 269
2026
Q2 		$15.3K Buy
+185
New +$15.7K 0.01% 275

Other funds holding NGG

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Planning Strategies's NGG Position: Q3 2026 in Review

Planning Strategies increased its National Grid (NGG) stake by 15% in Q3 2026, buying an estimated $2.23K and bringing the position to 213 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #269.

Planning Strategies first reported a position in NGG in Q2 2026 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Planning Strategies held 213 shares of National Grid worth $16.2K as of Q3 2026.
  • Planning Strategies bought 28 National Grid shares in Q3 2026, an estimated $2.23K.
  • National Grid made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #269 holding.
  • Planning Strategies first reported a position in National Grid in Q2 2026 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.