Quantum Private Wealth’s National Grid NGG Stock Holding History

Quantum Private Wealth’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	$652K	Hold	7,865	–	–	0.17%	90
2026 Q1	$665K	Sell	7,865 -218	-3%	-$18.8K	0.21%	74
2025 Q4	$625K	Sell	8,083 -148	-2%	-$11.1K	0.18%	86
2025 Q3	$590K	Buy	8,231 +277	+3%	+$19.4K	0.17%	89
2025 Q2	$583K	Sell	7,954 -545	-6%	-$37.5K	0.19%	89
2025 Q1	$534K	Sell	8,499 -757	-8%	-$44.5K	0.2%	92
2024 Q4	$527K	Buy	9,256 +368	+4%	+$22.1K	0.17%	102
2024 Q3	$584K	Buy	8,888 +2,106	+31%	+$129K	0.2%	95
2024 Q2	$363K	Sell	6,782 -318	-4%	-$19.2K	0.13%	136
2024 Q1	$456K	Hold	7,100	–	–	0.17%	114
2023 Q4	$455K	Hold	7,100	–	–	0.19%	108
2023 Q3	$406K	Hold	7,100	–	–	0.19%	109
2023 Q2	$451K	Hold	7,100	–	–	0.21%	106
2023 Q1	$455K	Sell	7,100 -213	-3%	-$12.8K	0.25%	95
2022 Q4	$416K	Buy	+7,313	New	+$391K	0.26%	99

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

Quantum Private Wealth's NGG Position: Q2 2026 in Review

Quantum Private Wealth held its National Grid (NGG) position steady in Q2 2026 at 7,865 shares worth $652K. The position accounts for 0.17% of the portfolio, ranked #90.

Quantum Private Wealth first reported a position in NGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $665K in Q1 2026. 616 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Quantum Private Wealth held 7,865 shares of National Grid worth $652K as of Q2 2026.
Quantum Private Wealth left its National Grid share count unchanged in Q2 2026.
National Grid made up 0.17% of Quantum Private Wealth's portfolio in Q2 2026, its #90 holding.
Quantum Private Wealth first reported a position in National Grid in Q4 2022 and has held it in 15 quarters since.
Quantum Private Wealth's National Grid position peaked at $665K in Q1 2026.
616 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.