PF
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PlanVest Financial’s National Grid NGG Stock Holding History

PlanVest Financial’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 		$7.04K Buy
85
+1
+1% +$85 ﹤0.01% 432
2026
Q1 		$7.19K Buy
+84
New +$7.24K 0.01% 408

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PlanVest Financial's NGG Position: Q2 2026 in Review

PlanVest Financial increased its National Grid (NGG) stake by 1.2% in Q2 2026, buying an estimated $85 and bringing the position to 85 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

PlanVest Financial first reported a position in NGG in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.19K in Q1 2026. 604 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • PlanVest Financial held 85 shares of National Grid worth $7.04K as of Q2 2026.
  • PlanVest Financial bought 1 National Grid share in Q2 2026, an estimated $85.
  • National Grid made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #432 holding.
  • PlanVest Financial first reported a position in National Grid in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's National Grid position peaked at $7.19K in Q1 2026.
  • 604 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.