SageView Advisory Group’s National Grid NGG Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-237	Closed	-$18.3K	–	1781
2025 Q4	$18.3K	Buy	+237	New	+$17.8K	﹤0.01%	1494

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SageView Advisory Group's NGG Position: Q1 2026 in Review

SageView Advisory Group sold out of National Grid (NGG) in Q1 2026, closing a stake of 237 shares — an estimated $18.3K sold.

SageView Advisory Group first reported a position in NGG in Q4 2025 and held it in 1 quarter. The position peaked at $18.3K in Q4 2025. 591 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

SageView Advisory Group reported no remaining National Grid position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 237 National Grid shares in Q1 2026, an estimated $18.3K.
SageView Advisory Group first reported a position in National Grid in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's National Grid position peaked at $18.3K in Q4 2025.
591 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.