Primoris Wealth Advisors’s National Grid NGG Stock Holding History

Primoris Wealth 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	$213K	Hold	2,572	–	–	0.1%	114
2026 Q1	$218K	Buy	+2,572	New	+$222K	0.15%	89
2024 Q4	–	Sell	-3,513	Closed	-$231K	–	102
2024 Q3	$231K	Buy	+3,513	New	+$215K	0.17%	95
2024 Q2	–	Sell	-3,513	Closed	-$226K	–	108
2024 Q1	$226K	Hold	3,513	–	–	0.18%	85
2023 Q4	$225K	Sell	3,513 -243	-6%	-$14.5K	0.21%	80
2023 Q3	$215K	Sell	3,756 -486	-11%	-$29.4K	0.26%	64
2023 Q2	$269K	Hold	4,242	–	–	0.3%	58
2023 Q1	$272K	Buy	4,242 +6	+0.1%	+$360	0.33%	54
2022 Q4	$241K	Sell	4,236 -72	-2%	-$3.85K	0.37%	51
2022 Q3	$207K	Sell	4,308 -90	-2%	-$5.42K	0.37%	53
2022 Q2	$266K	Sell	4,398 -40	-0.9%	-$2.65K	0.38%	59
2022 Q1	$307K	Hold	4,438	–	–	0.29%	56
2021 Q4	$288K	Buy	+4,438	New	+$260K	0.23%	68

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

Primoris Wealth Advisors's NGG Position: Q2 2026 in Review

Primoris Wealth Advisors held its National Grid (NGG) position steady in Q2 2026 at 2,572 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #114.

Primoris Wealth Advisors first reported a position in NGG in Q4 2021 and has held it in 13 quarters since. The position peaked at $307K in Q1 2022. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Primoris Wealth Advisors held 2,572 shares of National Grid worth $213K as of Q2 2026.
Primoris Wealth Advisors left its National Grid share count unchanged in Q2 2026.
National Grid made up 0.1% of Primoris Wealth Advisors's portfolio in Q2 2026, its #114 holding.
Primoris Wealth Advisors first reported a position in National Grid in Q4 2021 and has held it in 13 quarters since.
Primoris Wealth Advisors's National Grid position peaked at $307K in Q1 2022.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.