Ritholtz Wealth Management’s National Grid NGG Stock Holding History

Ritholtz 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	$866K	Buy	10,445 +639	+7%	+$54.3K	0.01%	665
2026 Q1	$830K	Buy	9,806 +1,299	+15%	+$112K	0.01%	604
2025 Q4	$658K	Sell	8,507 -94	-1%	-$7.07K	0.01%	634
2025 Q3	$616K	Sell	8,601 -497	-5%	-$34.9K	0.01%	623
2025 Q2	$667K	Sell	9,098 -211	-2%	-$14.5K	0.01%	559
2025 Q1	$585K	Buy	+9,309	New	+$547K	0.02%	551
2024 Q4	–	Sell	-10,108	Closed	-$664K	–	884
2024 Q3	$664K	Buy	+10,108	New	+$619K	0.02%	485
2022 Q2	–	Sell	-2,893	Closed	-$200K	–	582
2022 Q1	$200K	Buy	+2,893	New	+$192K	0.01%	514

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

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

Ritholtz Wealth Management increased its National Grid (NGG) stake by 6.5% in Q2 2026, buying an estimated $54.3K and bringing the position to 10,445 shares worth $866K. The position accounts for 0.01% of the portfolio, ranked #665.

Ritholtz Wealth Management first reported a position in NGG in Q1 2022 and has held it in 8 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Ritholtz Wealth Management held 10,445 shares of National Grid worth $866K as of Q2 2026.
Ritholtz Wealth Management bought 639 National Grid shares in Q2 2026, an estimated $54.3K.
National Grid made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #665 holding.
Ritholtz Wealth Management first reported a position in National Grid in Q1 2022 and has held it in 8 quarters since.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.