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Savvy Advisors Inc’s National Grid NGG Stock Holding History

Savvy Advisors Inc’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 		$626K Buy
7,557
+1,003
+15% +$85.3K 0.01% 693
2026
Q1 		$554K Buy
6,554
+359
+6% +$30.9K 0.01% 625
2025
Q4 		$479K Buy
6,195
+34
+0.6% +$2.56K 0.02% 582
2025
Q3 		$441K Buy
6,161
+655
+12% +$45.9K 0.02% 466
2025
Q2 		$404K Buy
5,506
+590
+12% +$40.5K 0.03% 408
2025
Q1 		$309K Buy
4,916
+614
+14% +$36.1K 0.03% 388
2024
Q4 		$245K Buy
+4,302
New +$259K 0.03% 386

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savvy Advisors Inc's NGG Position: Q2 2026 in Review

Savvy Advisors Inc increased its National Grid (NGG) stake by 15% in Q2 2026, buying an estimated $85.3K and bringing the position to 7,557 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #693.

Savvy Advisors Inc first reported a position in NGG in Q4 2024 and has held it in 7 quarters since. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Savvy Advisors Inc held 7,557 shares of National Grid worth $626K as of Q2 2026.
  • Savvy Advisors Inc bought 1,003 National Grid shares in Q2 2026, an estimated $85.3K.
  • National Grid made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #693 holding.
  • Savvy Advisors Inc first reported a position in National Grid in Q4 2024 and has held it in 7 quarters since.
  • 619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.