Strategic Wealth Partners’s National Grid NGG Stock Holding History

Strategic Wealth Partners’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	–	Sell	-12	Closed	-$1.01K	–	1535
2026 Q1	$1.01K	Buy	+12	New	+$1.03K	﹤0.01%	1247
2025 Q4	–	Sell	-138	Closed	-$9.88K	–	1533
2025 Q3	$9.88K	Buy	+138	New	+$9.68K	﹤0.01%	898
2019 Q2	–	Sell	-253	Closed	-$12K	–	795
2019 Q1	$12K	Hold	253	–	–	0.01%	466
2018 Q4	$12K	Hold	253	–	–	0.01%	425
2018 Q3	$12K	Sell	253 -336	-57%	-$16K	0.01%	430
2018 Q2	$29K	Sell	589 -663	-53%	-$33.5K	0.02%	320
2018 Q1	$62K	Sell	1,252 -98	-7%	-$4.78K	0.03%	229
2017 Q4	$73K	Buy	+1,350	New	+$72K	0.04%	195

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 Wealth Partners's NGG Position: Q2 2026 in Review

Strategic Wealth Partners sold out of National Grid (NGG) in Q2 2026, closing a stake of 12 shares — an estimated $1.01K sold.

Strategic Wealth Partners first reported a position in NGG in Q4 2017 and held it in 8 quarters. The position peaked at $73K in Q4 2017. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Strategic Wealth Partners reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Partners sold 12 National Grid shares in Q2 2026, an estimated $1.01K.
Strategic Wealth Partners first reported a position in National Grid in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's National Grid position peaked at $73K in Q4 2017.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.