PWM
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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
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

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

Proathlete Wealth Management's NGG Position: Q2 2026 in Review

Proathlete Wealth Management held its National Grid (NGG) position steady in Q2 2026 at 71 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Proathlete Wealth Management first reported a position in NGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.01K in Q1 2026. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Proathlete Wealth Management held 71 shares of National Grid worth $5.88K as of Q2 2026.
  • Proathlete Wealth Management left its National Grid share count unchanged in Q2 2026.
  • National Grid made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Proathlete Wealth Management first reported a position in National Grid in Q4 2025 and has held it in 3 quarters since.
  • Proathlete Wealth Management's National Grid position peaked at $6.01K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.