Salem Investment Counselors’s National Grid NGG Stock Holding History

Salem Investment Counselors’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	$13.9K	Sell	168 -4	-2%	-$340	﹤0.01%	840
2026 Q1	$14.6K	Buy	+172	New	+$14.8K	﹤0.01%	809
2025 Q4	–	Sell	-170	Closed	-$12.2K	–	874
2025 Q3	$12.2K	Buy	+170	New	+$11.9K	﹤0.01%	844
2024 Q4	–	Sell	-136	Closed	-$8.92K	–	1251
2024 Q3	$8.92K	Buy	136 +30	+28%	+$1.84K	﹤0.01%	849
2024 Q2	$6.28K	Hold	106	–	–	﹤0.01%	891
2024 Q1	$6.82K	Sell	106 -123	-54%	-$7.78K	﹤0.01%	885
2023 Q4	$14.9K	Hold	229	–	–	﹤0.01%	743
2023 Q3	$13.1K	Hold	229	–	–	﹤0.01%	749
2023 Q2	$15.1K	Hold	229	–	–	﹤0.01%	754
2023 Q1	$14.7K	Buy	+229	New	+$13.7K	﹤0.01%	747

Other funds holding NGG

Milford Funds Auckland $6.14B AUM

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Salem Investment Counselors's NGG Position: Q2 2026 in Review

Salem Investment Counselors reduced its National Grid (NGG) stake by 2.3% in Q2 2026, selling an estimated $340 and leaving 168 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Salem Investment Counselors first reported a position in NGG in Q1 2023 and has held it in 10 quarters since. The position peaked at $15.1K in Q2 2023. 217 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Salem Investment Counselors held 168 shares of National Grid worth $13.9K as of Q2 2026.
Salem Investment Counselors sold 4 National Grid shares in Q2 2026, an estimated $340.
National Grid made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #840 holding.
Salem Investment Counselors first reported a position in National Grid in Q1 2023 and has held it in 10 quarters since.
Salem Investment Counselors's National Grid position peaked at $15.1K in Q2 2023.
217 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.