Sowell Financial Services’s National Grid NGG Stock Holding History

Sowell Financial Services’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 Q3	$300K	Buy	3,957 +1,099	+38%	+$87.7K	0.01%	910
2026 Q2	$237K	Sell	2,858 -1,004	-26%	-$85.4K	0.01%	983
2026 Q1	$327K	Buy	3,862 +421	+12%	+$36.3K	0.01%	806
2025 Q4	$266K	Buy	+3,441	New	+$259K	0.01%	877
2021 Q2	–	Sell	-372	Closed	-$21K	–	1946
2021 Q1	$21K	Buy	+372	New	+$19.4K	﹤0.01%	2051
2020 Q4	–	Sell	-113	Closed	-$6K	–	2803
2020 Q3	$6K	Sell	113 -622	-85%	-$31.2K	﹤0.01%	1953
2020 Q2	$39K	Sell	735 -1,642	-69%	-$83.2K	﹤0.01%	1249
2020 Q1	$122K	Sell	2,377 -460	-16%	-$25.4K	0.01%	786
2019 Q4	$157K	Sell	2,837 -2,111	-43%	-$108K	0.01%	794
2019 Q3	$237K	Buy	+4,948	New	+$229K	0.02%	590

Other funds holding NGG

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Sowell Financial Services's NGG Position: Q3 2026 in Review

Sowell Financial Services increased its National Grid (NGG) stake by 38% in Q3 2026, buying an estimated $87.7K and bringing the position to 3,957 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #910.

Sowell Financial Services first reported a position in NGG in Q3 2019 and has held it in 10 quarters since. The position peaked at $327K in Q1 2026. 103 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

Sowell Financial Services held 3,957 shares of National Grid worth $300K as of Q3 2026.
Sowell Financial Services bought 1,099 National Grid shares in Q3 2026, an estimated $87.7K.
National Grid made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #910 holding.
Sowell Financial Services first reported a position in National Grid in Q3 2019 and has held it in 10 quarters since.
Sowell Financial Services's National Grid position peaked at $327K in Q1 2026.
103 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.