Stephens Inc’s National Grid NGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$712K Buy
8,592
+580
+7% +$49.3K 0.01% 777
2026
Q1
$678K Sell
8,012
-2,353
-23% -$203K 0.01% 766
2025
Q4
$839K Sell
10,365
-205
-2% -$15.4K 0.01% 672
2025
Q3
$793K Sell
10,570
-451
-4% -$31.6K 0.01% 703
2025
Q2
$808K Buy
11,021
+72
+0.7% +$4.95K 0.01% 688
2025
Q1
$688K Buy
10,949
+1,581
+17% +$92.9K 0.01% 708
2024
Q4
$533K Sell
9,368
-1,477
-14% -$88.9K 0.01% 814
2024
Q3
$712K Sell
10,845
-294
-3% -$18K 0.01% 706
2024
Q2
$596K Sell
11,139
-149
-1% -$8.98K 0.01% 720
2024
Q1
$726K Sell
11,288
-1,270
-10% -$80.3K 0.01% 670
2023
Q4
$805K Buy
12,558
+135
+1% +$8.06K 0.01% 594
2023
Q3
$710K Sell
12,423
-6,139
-33% -$371K 0.01% 610
2023
Q2
$1.18M Buy
18,562
+2,355
+15% +$154K 0.02% 505
2023
Q1
$1.04M Buy
16,207
+334
+2% +$20K 0.02% 527
2022
Q4
$902K Sell
15,873
-161
-1% -$8.61K 0.02% 529
2022
Q3
$766K Sell
16,034
-171
-1% -$10.3K 0.02% 578
2022
Q2
$971K Sell
16,205
-1,300
-7% -$86K 0.02% 532
2022
Q1
$1.21M Sell
17,505
-3,217
-16% -$213K 0.02% 543
2021
Q4
$1.35M Sell
20,722
-17,900
-46% -$1.05M 0.02% 543
2021
Q3
$2.04M Sell
38,622
-30,861
-44% -$1.77M 0.03% 461
2021
Q2
$3.93M Buy
69,483
+1,423
+2% +$80.9K 0.06% 326
2021
Q1
$3.57M Sell
68,060
-14,210
-17% -$741K 0.06% 318
2020
Q4
$4.29M Sell
82,270
-1,087
-1% -$57.7K 0.08% 265
2020
Q3
$4.26M Sell
83,357
-2,631
-3% -$132K 0.08% 235
2020
Q2
$4.62M Buy
85,988
+303
+0.4% +$15.4K 0.1% 216
2020
Q1
$4.42M Sell
85,685
-57,478
-40% -$3.18M 0.12% 186
2019
Q4
$7.93M Buy
143,163
+2,618
+2% +$135K 0.17% 144
2019
Q3
$6.73M Buy
140,545
+1,340
+1% +$61.9K 0.15% 159
2019
Q2
$6.55M Buy
139,205
+2,008
+1% +$94.3K 0.15% 156
2019
Q1
$6.78M Buy
137,197
+15,893
+13% +$769K 0.16% 134
2018
Q4
$5.15M Sell
121,304
-7,565
-6% -$353K 0.15% 158
2018
Q3
$5.91M Buy
+128,869
New +$6.13M 0.15% 169
2014
Q1
Sell
-72,882
Closed -$4.59M 871
2013
Q4
$4.59M Sell
72,882
-833
-1% -$49.9K 0.23% 83
2013
Q3
$4.2M Sell
73,715
-21,178
-22% -$1.19M 0.23% 83
2013
Q2
$5.19M Buy
+94,893
New +$5.54M 0.29% 59

Other funds holding NGG

Stephens Inc's NGG Position: Q2 2026 in Review

Stephens Inc increased its National Grid (NGG) stake by 7.2% in Q2 2026, buying an estimated $49.3K and bringing the position to 8,592 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #777.

Stephens Inc first reported a position in NGG in Q2 2013 and has held it in 35 quarters since. The position peaked at $7.93M in Q4 2019. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Stephens Inc held 8,592 shares of National Grid worth $712K as of Q2 2026.
  • Stephens Inc bought 580 National Grid shares in Q2 2026, an estimated $49.3K.
  • National Grid made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #777 holding.
  • Stephens Inc first reported a position in National Grid in Q2 2013 and has held it in 35 quarters since.
  • Stephens Inc's National Grid position peaked at $7.93M in Q4 2019.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.