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Spire Wealth Management’s National Grid NGG Stock Holding History

Spire 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 		$15.1K Hold
182
– – ﹤0.01% 1527
2026
Q1 		$15.4K Sell
182
-33
-15% -$2.84K ﹤0.01% 1498
2025
Q4 		$16.7K Sell
215
-829
-79% -$62.4K ﹤0.01% 1548
2025
Q3 		$74.8K Buy
1,044
+41
+4% +$2.88K ﹤0.01% 1103
2025
Q2 		$73.6K Sell
1,003
-30
-3% -$2.06K ﹤0.01% 1086
2025
Q1 		$64.9K Sell
1,033
-13
-1% -$764 ﹤0.01% 1189
2024
Q4 		$59.5K Buy
1,046
+4
+0.4% +$241 ﹤0.01% 1219
2024
Q3 		$68.4K Sell
1,042
-348
-25% -$21.3K ﹤0.01% 1043
2024
Q2 		$74.4K Buy
1,390
+53
+4% +$3.19K ﹤0.01% 983
2024
Q1 		$86K Buy
1,337
+21
+2% +$1.33K ﹤0.01% 1035
2023
Q4 		$82K Sell
1,316
-374
-22% -$22.3K ﹤0.01% 1049
2023
Q3 		$96.6K Buy
1,690
+146
+9% +$8.83K ﹤0.01% 964
2023
Q2 		$98K Buy
1,544
+2
+0.1% +$131 ﹤0.01% 976
2023
Q1 		$98.8K Buy
1,542
+868
+129% +$52K ﹤0.01% 975
2022
Q4 		$38K Buy
674
+1
+0.1% +$53 ﹤0.01% 1088
2022
Q3 		$32K Sell
673
-119
-15% -$7.16K ﹤0.01% 1121
2022
Q2 		$47K Sell
792
-506
-39% -$33.5K ﹤0.01% 1315
2022
Q1 		$90K Sell
1,298
-4,534
-78% -$301K ﹤0.01% 1201
2021
Q4 		$379K Buy
5,832
+4,511
+341% +$265K 0.01% 805
2021
Q3 		$70K Buy
1,321
+485
+58% +$27.8K ﹤0.01% 1336
2021
Q2 		$47K Sell
836
-5,166
-86% -$294K ﹤0.01% 1510
2021
Q1 		$315K Buy
+6,002
New +$313K 0.01% 839

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

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

Spire Wealth Management held its National Grid (NGG) position steady in Q2 2026 at 182 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Spire Wealth Management first reported a position in NGG in Q1 2021 and has held it in 22 quarters since. The position peaked at $379K in Q4 2021. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Spire Wealth Management held 182 shares of National Grid worth $15.1K as of Q2 2026.
  • Spire Wealth Management left its National Grid share count unchanged in Q2 2026.
  • National Grid made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1527 holding.
  • Spire Wealth Management first reported a position in National Grid in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's National Grid position peaked at $379K in Q4 2021.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.