Salomon & Ludwin’s National Grid NGG Stock Holding History

Salomon & Ludwin’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	$36K	Hold	475	–	–	﹤0.01%	617
2026 Q2	$38.1K	Hold	475	–	–	﹤0.01%	691
2026 Q1	$41.8K	Hold	475	–	–	﹤0.01%	578
2025 Q4	$37.2K	Sell	475 -7	-1%	-$526	﹤0.01%	505
2025 Q3	$34.9K	Buy	482 +471	+4,282%	+$33K	﹤0.01%	502
2025 Q2	$777	Buy	+11	New	+$756	﹤0.01%	780
2024 Q2	–	Sell	-73	Closed	-$4.71K	–	798
2024 Q1	$4.71K	Hold	73	–	–	﹤0.01%	641
2023 Q4	$4.18K	Hold	73	–	–	﹤0.01%	597
2023 Q3	$4.18K	Buy	+73	New	+$4.41K	﹤0.01%	595

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Salomon & Ludwin's NGG Position: Q3 2026 in Review

Salomon & Ludwin held its National Grid (NGG) position steady in Q3 2026 at 475 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Salomon & Ludwin first reported a position in NGG in Q3 2023 and has held it in 9 quarters since. The position peaked at $41.8K in Q1 2026. 370 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

Salomon & Ludwin held 475 shares of National Grid worth $36K as of Q3 2026.
Salomon & Ludwin left its National Grid share count unchanged in Q3 2026.
National Grid made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #617 holding.
Salomon & Ludwin first reported a position in National Grid in Q3 2023 and has held it in 9 quarters since.
Salomon & Ludwin's National Grid position peaked at $41.8K in Q1 2026.
370 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.