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 Q2	$15.3K	Buy	+185	New	+$15.7K	0.01%	275

Other funds holding NGG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Planning Strategies's NGG Position: Q2 2026 in Review

Planning Strategies opened a new position in National Grid (NGG) in Q2 2026: 185 shares worth $15.3K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings.

590 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Planning Strategies held 185 shares of National Grid worth $15.3K as of Q2 2026.
National Grid was a new Planning Strategies position in Q2 2026.
National Grid made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #275 holding.
590 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.