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Sequoia Financial Advisors’s National Grid NGG Stock Holding History

Sequoia Financial Advisors’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 		$1.7M Buy
20,560
+1,255
+7% +$107K 0.01% 701
2026
Q1 		$1.63M Buy
19,305
+474
+3% +$40.8K 0.01% 683
2025
Q4 		$1.46M Buy
18,831
+1,982
+12% +$149K 0.01% 708
2025
Q3 		$1.21M Sell
16,849
-384
-2% -$26.9K 0.01% 700
2025
Q2 		$1.26M Buy
17,233
+5,322
+45% +$366K 0.01% 605
2025
Q1 		$749K Sell
11,911
-106
-0.9% -$6.23K 0.01% 720
2024
Q4 		$684K Sell
12,017
-68
-0.6% -$4.09K 0.01% 700
2024
Q3 		$793K Buy
12,085
+1,275
+12% +$78.1K 0.01% 609
2024
Q2 		$579K Sell
10,810
-639
-6% -$38.5K 0.01% 640
2024
Q1 		$736K Buy
11,449
+2,929
+34% +$185K 0.01% 569
2023
Q4 		$546K Sell
8,520
-677
-7% -$40.4K 0.01% 703
2023
Q3 		$525K Buy
9,197
+433
+5% +$26.2K 0.01% 509
2023
Q2 		$556K Buy
8,764
+549
+7% +$36K 0.01% 494
2023
Q1 		$526K Buy
8,215
+20
+0.2% +$1.2K 0.01% 449
2022
Q4 		$466K Buy
8,195
+3,844
+88% +$205K 0.01% 449
2022
Q3 		$208K Sell
4,351
-2,075
-32% -$125K 0.01% 484
2022
Q2 		$385K Sell
6,426
-37
-0.6% -$2.45K 0.01% 385
2022
Q1 		$447K Buy
6,463
+2,909
+82% +$193K 0.01% 380
2021
Q4 		$231K Buy
+3,554
New +$209K 0.01% 517

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

Sequoia Financial Advisors's NGG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its National Grid (NGG) stake by 6.5% in Q2 2026, buying an estimated $107K and bringing the position to 20,560 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #701.

Sequoia Financial Advisors first reported a position in NGG in Q4 2021 and has held it in 19 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Sequoia Financial Advisors held 20,560 shares of National Grid worth $1.7M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,255 National Grid shares in Q2 2026, an estimated $107K.
  • National Grid made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #701 holding.
  • Sequoia Financial Advisors first reported a position in National Grid in Q4 2021 and has held it in 19 quarters since.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.