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Principal Securities’s National Grid NGG Stock Holding History

Principal Securities’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 		$995K Sell
12,012
-8,586
-42% -$730K 0.01% 789
2026
Q1 		$1.74M Buy
20,598
+2,267
+12% +$195K 0.03% 546
2025
Q4 		$1.42M Buy
18,331
+1,520
+9% +$114K 0.02% 589
2025
Q3 		$1.2M Buy
16,811
+1,069
+7% +$75K 0.02% 611
2025
Q2 		$1.15M Buy
15,742
+2,955
+23% +$203K 0.02% 568
2025
Q1 		$728K Hold
12,787
– – 0.02% 661
2024
Q4 		$728K Buy
12,787
+1,343
+12% +$80.8K 0.02% 658
2024
Q3 		$751K Buy
11,444
+1,630
+17% +$99.9K 0.02% 625
2024
Q2 		$525K Buy
9,814
+667
+7% +$40.2K 0.01% 683
2024
Q1 		$588K Buy
9,147
+7,160
+360% +$453K 0.02% 605
2023
Q4 		$127K Buy
+1,987
New +$119K ﹤0.01% 1104

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

Principal Securities's NGG Position: Q2 2026 in Review

Principal Securities reduced its National Grid (NGG) stake by 42% in Q2 2026, selling an estimated $730K and leaving 12,012 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #789.

Principal Securities first reported a position in NGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Principal Securities held 12,012 shares of National Grid worth $995K as of Q2 2026.
  • Principal Securities sold 8,586 National Grid shares in Q2 2026, an estimated $730K.
  • National Grid made up 0.01% of Principal Securities's portfolio in Q2 2026, its #789 holding.
  • Principal Securities first reported a position in National Grid in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's National Grid position peaked at $1.74M in Q1 2026.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.