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Retirement Wealth Solutions’s National Grid NGG Stock Holding History

Retirement Wealth Solutions’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 		$6.22K Sell
75
-11
-13% -$935 ﹤0.01% 304
2026
Q1 		$7.28K Buy
86
+79
+1,129% +$6.8K ﹤0.01% 252
2025
Q4 		$542 Buy
7
+1
+17% +$75 ﹤0.01% 670
2025
Q3 		$437 Sell
6
-193
-97% -$13.5K ﹤0.01% 706
2025
Q2 		$14.6K Buy
+199
New +$13.7K 0.01% 189

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

Retirement Wealth Solutions's NGG Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its National Grid (NGG) stake by 13% in Q2 2026, selling an estimated $935 and leaving 75 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Retirement Wealth Solutions first reported a position in NGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.6K in Q2 2025. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Retirement Wealth Solutions held 75 shares of National Grid worth $6.22K as of Q2 2026.
  • Retirement Wealth Solutions sold 11 National Grid shares in Q2 2026, an estimated $935.
  • National Grid made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #304 holding.
  • Retirement Wealth Solutions first reported a position in National Grid in Q2 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's National Grid position peaked at $14.6K in Q2 2025.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.