Retirement Wealth Solutions
NGG icon

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
Q3 		$5.31K Sell
70
-5
-7% -$399 ﹤0.01% 373
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

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
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Retirement Wealth Solutions's NGG Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its National Grid (NGG) stake by 6.7% in Q3 2026, selling an estimated $399 and leaving 70 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Retirement Wealth Solutions first reported a position in NGG in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.6K in Q2 2025. 165 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Retirement Wealth Solutions held 70 shares of National Grid worth $5.31K as of Q3 2026.
  • Retirement Wealth Solutions sold 5 National Grid shares in Q3 2026, an estimated $399.
  • National Grid made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #373 holding.
  • Retirement Wealth Solutions first reported a position in National Grid in Q2 2025 and has held it in 6 quarters since.
  • Retirement Wealth Solutions's National Grid position peaked at $14.6K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.