Storgate’s National Grid NGG Stock Holding History

Storgate’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	$1.11M	Buy	13,365 +9,281	+227%	+$789K	0.23%	104
2026 Q1	$346K	Buy	4,084 +132	+3%	+$11.4K	0.27%	107
2025 Q4	$306K	Buy	+3,952	New	+$297K	0.25%	122

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

Storgate's NGG Position: Q2 2026 in Review

Storgate increased its National Grid (NGG) stake by 227% in Q2 2026, buying an estimated $789K and bringing the position to 13,365 shares worth $1.11M. The position accounts for 0.23% of the portfolio, ranked #104.

Storgate first reported a position in NGG in Q4 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Storgate held 13,365 shares of National Grid worth $1.11M as of Q2 2026.
Storgate bought 9,281 National Grid shares in Q2 2026, an estimated $789K.
National Grid made up 0.23% of Storgate's portfolio in Q2 2026, its #104 holding.
Storgate first reported a position in National Grid in Q4 2025 and has held it in 3 quarters since.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.