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SHP Wealth Management’s National Grid NGG Stock Holding History

SHP Wealth Management’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 		$46.5K Buy
549
+29
+6% +$2.5K ﹤0.01% 509
2025
Q4 		$40.2K Buy
+520
New +$39.1K ﹤0.01% 529

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SHP Wealth Management's NGG Position: Q1 2026 in Review

SHP Wealth Management increased its National Grid (NGG) stake by 5.6% in Q1 2026, buying an estimated $2.5K and bringing the position to 549 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

SHP Wealth Management first reported a position in NGG in Q4 2025 and has held it in 2 quarters since. 588 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

  • SHP Wealth Management held 549 shares of National Grid worth $46.5K as of Q1 2026.
  • SHP Wealth Management bought 29 National Grid shares in Q1 2026, an estimated $2.5K.
  • National Grid made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #509 holding.
  • SHP Wealth Management first reported a position in National Grid in Q4 2025 and has held it in 2 quarters since.
  • 588 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.