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Richard W. Paul & Associates’s National Grid NGG Stock Holding History

Richard W. Paul & Associates’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 		$23.6K Buy
285
+22
+8% +$1.87K 0.01% 200
2026
Q1 		$22.3K Sell
263
-122
-32% -$10.5K 0.01% 198
2025
Q4 		$29.8K Sell
385
-3
-0.8% -$226 0.01% 185
2025
Q3 		$27.8K Sell
388
-2
-0.5% -$140 0.01% 191
2025
Q2 		$28.6K Sell
390
-9
-2% -$618 0.01% 204
2025
Q1 		$25.1K Buy
399
+33
+9% +$1.94K 0.01% 208
2024
Q4 		$20.9K Sell
366
-4
-1% -$241 0.01% 254
2024
Q3 		$24.3K Buy
370
+4
+1% +$245 0.01% 241
2024
Q2 		$19.6K Sell
366
-3
-0.8% -$181 0.01% 253
2024
Q1 		$23.8K Hold
369
– – 0.01% 248
2023
Q4 		$23.7K Sell
369
-23
-6% -$1.37K 0.01% 245
2023
Q3 		$22.4K Sell
392
-14
-3% -$846 0.01% 242
2023
Q2 		$25.8K Buy
406
+39
+11% +$2.56K 0.01% 247
2023
Q1 		$23.5K Buy
367
+19
+5% +$1.14K 0.01% 256
2022
Q4 		$19.8K Buy
+348
New +$18.6K 0.01% 267

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

Richard W. Paul & Associates's NGG Position: Q2 2026 in Review

Richard W. Paul & Associates increased its National Grid (NGG) stake by 8.4% in Q2 2026, buying an estimated $1.87K and bringing the position to 285 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #200.

Richard W. Paul & Associates first reported a position in NGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.8K in Q4 2025. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Richard W. Paul & Associates held 285 shares of National Grid worth $23.6K as of Q2 2026.
  • Richard W. Paul & Associates bought 22 National Grid shares in Q2 2026, an estimated $1.87K.
  • National Grid made up 0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #200 holding.
  • Richard W. Paul & Associates first reported a position in National Grid in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's National Grid position peaked at $29.8K in Q4 2025.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.