Proathlete Wealth Management
NGG icon

Proathlete Wealth Management’s National Grid NGG Stock Holding History

Proathlete Wealth Management’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
Q3 		$26.6K Buy
351
+280
+394% +$22.3K 0.01% 198
2026
Q2 		$5.88K Hold
71
– – ﹤0.01% 165
2026
Q1 		$6.01K Hold
71
– – ﹤0.01% 166
2025
Q4 		$5.49K Buy
+71
New +$5.34K ﹤0.01% 179

Other funds holding NGG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Proathlete Wealth Management's NGG Position: Q3 2026 in Review

Proathlete Wealth Management increased its National Grid (NGG) stake by 394% in Q3 2026, buying an estimated $22.3K and bringing the position to 351 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #198.

Proathlete Wealth Management first reported a position in NGG in Q4 2025 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Proathlete Wealth Management held 351 shares of National Grid worth $26.6K as of Q3 2026.
  • Proathlete Wealth Management bought 280 National Grid shares in Q3 2026, an estimated $22.3K.
  • National Grid made up 0.01% of Proathlete Wealth Management's portfolio in Q3 2026, its #198 holding.
  • Proathlete Wealth Management first reported a position in National Grid in Q4 2025 and has held it in 4 quarters since.
  • 333 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.