Sagespring Wealth Partners’s National Grid NGG Stock Holding History

Sagespring Wealth 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 Q2	$579K	Sell	6,982 -30	-0.4%	-$2.55K	0.01%	491
2026 Q1	$593K	Sell	7,012 -118	-2%	-$10.2K	0.01%	453
2025 Q4	$552K	Buy	7,130 +238	+3%	+$17.9K	0.01%	446
2025 Q3	$494K	Sell	6,892 -644	-9%	-$45.2K	0.01%	460
2025 Q2	$553K	Buy	7,536 +3,272	+77%	+$225K	0.01%	415
2025 Q1	$268K	Buy	+4,264	New	+$251K	0.01%	549

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

Sagespring Wealth Partners's NGG Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its National Grid (NGG) stake by 0.43% in Q2 2026, selling an estimated $2.55K and leaving 6,982 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #491.

Sagespring Wealth Partners first reported a position in NGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $593K in Q1 2026. 618 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Sagespring Wealth Partners held 6,982 shares of National Grid worth $579K as of Q2 2026.
Sagespring Wealth Partners sold 30 National Grid shares in Q2 2026, an estimated $2.55K.
National Grid made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #491 holding.
Sagespring Wealth Partners first reported a position in National Grid in Q1 2025 and has held it in 6 quarters since.
Sagespring Wealth Partners's National Grid position peaked at $593K in Q1 2026.
618 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.