Strategic Investment Advisors’s National Grid NGG Stock Holding History

Strategic Investment Advisors’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	$923K	Sell	11,141 -900	-7%	-$76.5K	0.06%	160
2026 Q1	$1.02M	Buy	+12,041	New	+$1.04M	0.07%	149
2020 Q4	–	Sell	-4,716	Closed	-$241K	–	204
2020 Q3	$241K	Sell	4,716 -2,624	-36%	-$132K	0.08%	161
2020 Q2	$394K	Sell	7,340 -18	-0.2%	-$912	0.15%	109
2020 Q1	$379K	Sell	7,358 -110	-1%	-$6.08K	0.17%	99
2019 Q4	$414K	Buy	7,468 +264	+4%	+$13.6K	0.17%	97
2019 Q3	$345K	Buy	7,204 +562	+8%	+$26K	0.17%	98
2019 Q2	$312K	Buy	6,642 +793	+14%	+$37.2K	0.17%	96
2019 Q1	$289K	Buy	5,849 +548	+10%	+$26.5K	0.2%	91
2018 Q4	$225K	Buy	+5,301	New	+$248K	0.2%	99

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

Strategic Investment Advisors's NGG Position: Q2 2026 in Review

Strategic Investment Advisors reduced its National Grid (NGG) stake by 7.5% in Q2 2026, selling an estimated $76.5K and leaving 11,141 shares worth $923K. The position accounts for 0.06% of the portfolio, ranked #160.

Strategic Investment Advisors first reported a position in NGG in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Strategic Investment Advisors held 11,141 shares of National Grid worth $923K as of Q2 2026.
Strategic Investment Advisors sold 900 National Grid shares in Q2 2026, an estimated $76.5K.
National Grid made up 0.06% of Strategic Investment Advisors's portfolio in Q2 2026, its #160 holding.
Strategic Investment Advisors first reported a position in National Grid in Q4 2018 and has held it in 10 quarters since.
Strategic Investment Advisors's National Grid position peaked at $1.02M in Q1 2026.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.