Plante Moran Financial Advisors’s National Grid NGG Stock Holding History

Plante Moran Financial 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	$912	Buy	+11	New	+$935	﹤0.01%	932
2024 Q1	–	Sell	-194	Closed	-$12.4K	–	904
2023 Q4	$12.4K	Buy	+194	New	+$11.6K	﹤0.01%	525
2019 Q4	–	Sell	-10	Closed	–	–	844
2019 Q3	$0	Buy	+10	New	+$462	﹤0.01%	893
2017 Q1	–	Sell	-29	Closed	-$2K	–	975
2016 Q4	$2K	Buy	+29	New	+$1.72K	﹤0.01%	858
2016 Q2	–	Sell	-25	Closed	-$2K	–	925
2016 Q1	$2K	Sell	25 -368	-94%	-$24.6K	﹤0.01%	734
2015 Q4	$26K	Buy	+393	New	+$26.6K	0.02%	407
2015 Q1	–	Sell	-60	Closed	-$4K	–	773
2014 Q4	$4K	Buy	60 +33	+122%	+$2.29K	﹤0.01%	691
2014 Q3	$2K	Hold	27	–	–	﹤0.01%	744
2014 Q2	$2K	Buy	+27	New	+$1.87K	﹤0.01%	770

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

Plante Moran Financial Advisors's NGG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in National Grid (NGG) in Q2 2026: 11 shares worth $912. The stake represents ﹤0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in NGG as recently as Q4 2023.

Plante Moran Financial Advisors first reported a position in NGG in Q2 2014 and has held it in 9 quarters since. The position peaked at $26K in Q4 2015. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Plante Moran Financial Advisors held 11 shares of National Grid worth $912 as of Q2 2026.
National Grid was a new Plante Moran Financial Advisors position in Q2 2026.
National Grid made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #932 holding.
Plante Moran Financial Advisors first reported a position in National Grid in Q2 2014 and has held it in 9 quarters since.
Plante Moran Financial Advisors's National Grid position peaked at $26K in Q4 2015.
615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.