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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's NGG Position: Q2 2026 in Review

Sowell Financial Services reduced its National Grid (NGG) stake by 26% in Q2 2026, selling an estimated $85.4K and leaving 2,858 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #983.

Sowell Financial Services first reported a position in NGG in Q3 2019 and has held it in 9 quarters since. The position peaked at $327K in Q1 2026. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Sowell Financial Services held 2,858 shares of National Grid worth $237K as of Q2 2026.
Sowell Financial Services sold 1,004 National Grid shares in Q2 2026, an estimated $85.4K.
National Grid made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #983 holding.
Sowell Financial Services first reported a position in National Grid in Q3 2019 and has held it in 9 quarters since.
Sowell Financial Services's National Grid position peaked at $327K in Q1 2026.
615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.