SWM
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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
Q2 		$64.7K Buy
781
+232
+42% +$19.7K ﹤0.01% 489
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

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

SHP Wealth Management's NGG Position: Q2 2026 in Review

SHP Wealth Management increased its National Grid (NGG) stake by 42% in Q2 2026, buying an estimated $19.7K and bringing the position to 781 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

SHP Wealth Management first reported a position in NGG in Q4 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • SHP Wealth Management held 781 shares of National Grid worth $64.7K as of Q2 2026.
  • SHP Wealth Management bought 232 National Grid shares in Q2 2026, an estimated $19.7K.
  • National Grid made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #489 holding.
  • SHP Wealth Management first reported a position in National Grid in Q4 2025 and has held it in 3 quarters since.
  • 619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.