Principal Street Partners’s National Grid NGG Stock Holding History

Principal Street Partners’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	$256K	Sell	3,085 -304	-9%	-$25.8K	0.04%	217
2026 Q1	$287K	Buy	3,389 +18	+0.5%	+$1.55K	0.05%	177
2025 Q4	$261K	Sell	3,371 -48	-1%	-$3.61K	0.04%	188
2025 Q3	$245K	Sell	3,419 -3,274	-49%	-$230K	0.04%	217
2025 Q2	$491K	Buy	6,693 +3,249	+94%	+$223K	0.05%	203
2025 Q1	$216K	Buy	+3,444	New	+$202K	0.04%	216
2024 Q2	–	Sell	-3,728	Closed	-$250K	–	260
2024 Q1	$250K	Buy	3,728 +209	+6%	+$13.2K	0.05%	207
2023 Q4	$225K	Sell	3,519 -3,833	-52%	-$229K	0.05%	193
2023 Q3	$420K	Buy	7,352 +3,884	+112%	+$235K	0.08%	166
2023 Q2	$220K	Hold	3,468	–	–	0.05%	201
2023 Q1	$222K	Buy	+3,468	New	+$208K	0.06%	199
2022 Q3	–	Sell	-3,537	Closed	-$212K	–	214
2022 Q2	$212K	Sell	3,537 -1,003	-22%	-$66.3K	0.05%	198
2022 Q1	$314K	Buy	+4,540	New	+$301K	0.07%	177

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

Principal Street Partners's NGG Position: Q2 2026 in Review

Principal Street Partners reduced its National Grid (NGG) stake by 9% in Q2 2026, selling an estimated $25.8K and leaving 3,085 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #217.

Principal Street Partners first reported a position in NGG in Q1 2022 and has held it in 13 quarters since. The position peaked at $491K in Q2 2025. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Principal Street Partners held 3,085 shares of National Grid worth $256K as of Q2 2026.
Principal Street Partners sold 304 National Grid shares in Q2 2026, an estimated $25.8K.
National Grid made up 0.04% of Principal Street Partners's portfolio in Q2 2026, its #217 holding.
Principal Street Partners first reported a position in National Grid in Q1 2022 and has held it in 13 quarters since.
Principal Street Partners's National Grid position peaked at $491K in Q2 2025.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.