Rothschild Investment LLC’s National Grid NGG Stock Holding History

Rothschild Investment LLC’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	$66.1K	Buy	798 +16	+2%	+$1.36K	﹤0.01%	1183
2026 Q1	$66.1K	Buy	782 +68	+10%	+$5.86K	﹤0.01%	1042
2025 Q4	$55.2K	Buy	714 +45	+7%	+$3.38K	﹤0.01%	992
2025 Q3	$48K	Sell	669 -16	-2%	-$1.12K	﹤0.01%	1001
2025 Q2	$50.2K	Buy	685 +33	+5%	+$2.27K	﹤0.01%	782
2025 Q1	$41K	Sell	652 -103	-14%	-$6.05K	﹤0.01%	824
2024 Q4	$43K	Buy	755 +192	+34%	+$11.6K	﹤0.01%	814
2024 Q3	$37K	Sell	563 -124	-18%	-$7.6K	﹤0.01%	851
2024 Q2	$36.8K	Buy	687 +311	+83%	+$18.8K	﹤0.01%	825
2024 Q1	$24.1K	Buy	376 +77	+26%	+$4.87K	﹤0.01%	884
2023 Q4	$19.2K	Buy	+299	New	+$17.9K	﹤0.01%	876

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

Rothschild Investment LLC's NGG Position: Q2 2026 in Review

Rothschild Investment LLC increased its National Grid (NGG) stake by 2% in Q2 2026, buying an estimated $1.36K and bringing the position to 798 shares worth $66.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Rothschild Investment LLC first reported a position in NGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.1K in Q1 2026. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Rothschild Investment LLC held 798 shares of National Grid worth $66.1K as of Q2 2026.
Rothschild Investment LLC bought 16 National Grid shares in Q2 2026, an estimated $1.36K.
National Grid made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1183 holding.
Rothschild Investment LLC first reported a position in National Grid in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's National Grid position peaked at $66.1K in Q1 2026.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.