Root Financial Partners
NGG icon

Root Financial Partners’s National Grid NGG Stock Holding History

Root Financial Partners’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 		$41K Buy
+541
New +$43.2K ﹤0.01% 1183
2026
Q2 		– Sell
-316
Closed -$26.7K – 2179
2026
Q1 		$26.7K Sell
316
-2
-0.6% -$172 ﹤0.01% 1165
2025
Q4 		$24.6K Buy
318
+147
+86% +$11.1K ﹤0.01% 1073
2025
Q3 		$12.3K Buy
+171
New +$12K ﹤0.01% 1370

Other funds holding NGG

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Root Financial Partners's NGG Position: Q3 2026 in Review

Root Financial Partners opened a new position in National Grid (NGG) in Q3 2026: 541 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #1183 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NGG as recently as Q1 2026.

Root Financial Partners first reported a position in NGG in Q3 2025 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Root Financial Partners held 541 shares of National Grid worth $41K as of Q3 2026.
  • National Grid was a new Root Financial Partners position in Q3 2026.
  • National Grid made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1183 holding.
  • Root Financial Partners first reported a position in National Grid in Q3 2025 and has held it in 4 quarters since.
  • 506 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.