RMG Wealth Management
NGG icon

RMG Wealth Management’s National Grid NGG Stock Holding History

RMG 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
Q3 		$188 Hold
2
– – ﹤0.01% 495
2026
Q2 		$184 Hold
2
– – ﹤0.01% 547
2026
Q1 		$193 Hold
2
– – ﹤0.01% 577
2025
Q4 		$177 Hold
2
– – ﹤0.01% 401
2025
Q3 		$168 Hold
2
– – ﹤0.01% 319
2025
Q2 		$157 Buy
+2
New +$137 ﹤0.01% 311

Other funds holding NGG

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

RMG Wealth Management's NGG Position: Q3 2026 in Review

RMG Wealth Management held its National Grid (NGG) position steady in Q3 2026 at 2 shares worth $188. The position accounts for ﹤0.01% of the portfolio, ranked #495.

RMG Wealth Management first reported a position in NGG in Q2 2025 and has held it in 6 quarters since. The position peaked at $193 in Q1 2026. 421 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • RMG Wealth Management held 2 shares of National Grid worth $188 as of Q3 2026.
  • RMG Wealth Management left its National Grid share count unchanged in Q3 2026.
  • National Grid made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #495 holding.
  • RMG Wealth Management first reported a position in National Grid in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's National Grid position peaked at $193 in Q1 2026.
  • 421 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.