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SOA Wealth Advisors’s National Grid NGG Stock Holding History

SOA Wealth 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 		$26.7K Buy
23,519
+23,480
+60,205% +$2M ﹤0.01% 481
2026
Q1 		$3.27K Buy
39
+1
+3% +$86 ﹤0.01% 684
2025
Q4 		$2.95K Sell
38
-1
-3% -$75 ﹤0.01% 693
2025
Q3 		$2.77K Buy
39
+1
+3% +$70 ﹤0.01% 710
2025
Q2 		$2.76K Sell
38
-1
-3% -$69 ﹤0.01% 691
2025
Q1 		$2.43K Buy
39
+1
+3% +$59 ﹤0.01% 688
2024
Q4 		$2.17K Hold
38
– – ﹤0.01% 679
2024
Q3 		$2.54K Buy
38
+1
+3% +$61 ﹤0.01% 651
2024
Q2 		$1.98K Hold
37
– – ﹤0.01% 674
2024
Q1 		$2.38K Buy
37
+1
+3% +$63 ﹤0.01% 689
2023
Q4 		$2.33K Hold
36
– – ﹤0.01% 687
2023
Q3 		$2.08K Buy
36
+1
+3% +$60 ﹤0.01% 710
2023
Q2 		$2.23K Hold
35
– – ﹤0.01% 715
2023
Q1 		$2.25K Hold
35
– – ﹤0.01% 715
2022
Q4 		$1.96K Hold
35
– – ﹤0.01% 740
2022
Q3 		$1K Buy
35
+2
+6% +$120 ﹤0.01% 786
2022
Q2 		$2K Sell
33
-1
-3% -$66 ﹤0.01% 706
2022
Q1 		$2K Hold
34
– – ﹤0.01% 812
2021
Q4 		$2K Sell
34
-1
-3% -$59 ﹤0.01% 784
2021
Q3 		$1K Buy
35
+1
+3% +$57 ﹤0.01% 854
2021
Q2 		$1K Sell
34
-35
-51% -$1.99K ﹤0.01% 835
2021
Q1 		$3K Hold
69
– – ﹤0.01% 684
2020
Q4 		$3K Buy
+69
New +$3.66K ﹤0.01% 669

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

SOA Wealth Advisors's NGG Position: Q2 2026 in Review

SOA Wealth Advisors increased its National Grid (NGG) stake by 60,205% in Q2 2026, buying an estimated $2M and bringing the position to 23,519 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

SOA Wealth Advisors first reported a position in NGG in Q4 2020 and has held it in 23 quarters since. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • SOA Wealth Advisors held 23,519 shares of National Grid worth $26.7K as of Q2 2026.
  • SOA Wealth Advisors bought 23,480 National Grid shares in Q2 2026, an estimated $2M.
  • National Grid made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #481 holding.
  • SOA Wealth Advisors first reported a position in National Grid in Q4 2020 and has held it in 23 quarters since.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.