Principia Wealth Advisory’s National Grid NGG Stock Holding History

Principia Wealth Advisory’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	$7.21K	Hold	87	–	–	﹤0.01%	295
2026 Q1	$7.36K	Buy	87 +15	+21%	+$1.29K	﹤0.01%	243
2025 Q4	$5.57K	Buy	72 +5	+7%	+$376	﹤0.01%	254
2025 Q3	$4.8K	Buy	67 +43	+179%	+$3.02K	﹤0.01%	275
2025 Q2	$1.79K	Buy	+24	New	+$1.65K	﹤0.01%	414

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

Principia Wealth Advisory's NGG Position: Q2 2026 in Review

Principia Wealth Advisory held its National Grid (NGG) position steady in Q2 2026 at 87 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Principia Wealth Advisory first reported a position in NGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.36K in Q1 2026. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Principia Wealth Advisory held 87 shares of National Grid worth $7.21K as of Q2 2026.
Principia Wealth Advisory left its National Grid share count unchanged in Q2 2026.
National Grid made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #295 holding.
Principia Wealth Advisory first reported a position in National Grid in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's National Grid position peaked at $7.36K in Q1 2026.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.