Stratos Wealth Partners’s National Grid NGG Stock Holding History

Stratos 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	$834K	Buy	10,062 +341	+4%	+$29K	0.01%	922
2026 Q1	$822K	Sell	9,721 -861	-8%	-$74.2K	0.01%	869
2025 Q4	$819K	Buy	10,582 +1,345	+15%	+$101K	0.01%	845
2025 Q3	$662K	Buy	9,237 +6,366	+222%	+$446K	0.01%	911
2025 Q2	$211K	Buy	+2,871	New	+$197K	﹤0.01%	1313
2024 Q2	–	Sell	-3,725	Closed	-$239K	–	1424
2024 Q1	$239K	Buy	+3,725	New	+$236K	﹤0.01%	1204
2023 Q3	–	Sell	-4,146	Closed	-$263K	–	1314
2023 Q2	$263K	Buy	+4,146	New	+$272K	0.01%	1005
2018 Q4	–	Sell	-1,610	Closed	-$74K	–	1898
2018 Q3	$74K	Buy	+1,610	New	+$76.6K	﹤0.01%	1274
2018 Q2	–	Sell	-2,747	Closed	-$137K	–	2009
2018 Q1	$137K	Sell	2,747 -1,060	-28%	-$51.7K	0.01%	1044
2017 Q4	$198K	Sell	3,807 -29	-0.8%	-$1.55K	0.01%	883
2017 Q3	$213K	Sell	3,836 -1,455	-27%	-$81.3K	0.01%	828
2017 Q2	$294K	Buy	5,291 +314	+6%	+$19.2K	0.02%	639
2017 Q1	$305K	Buy	4,977 +911	+22%	+$52.6K	0.02%	577
2016 Q4	$229K	Sell	4,066 -774	-16%	-$45.8K	0.01%	609
2016 Q3	$332K	Sell	4,840 -829	-15%	-$57.3K	0.02%	452
2016 Q2	$407K	Buy	5,669 +413	+8%	+$28.6K	0.03%	375
2016 Q1	$362K	Sell	5,256 -7,274	-58%	-$486K	0.03%	365
2015 Q4	$841K	Sell	12,530 -634	-5%	-$43K	0.07%	203
2015 Q3	$884K	Sell	13,164 -5,059	-28%	-$324K	0.11%	162
2015 Q2	$1.14M	Sell	18,223 -7,314	-29%	-$479K	0.15%	137
2015 Q1	$1.59M	Buy	25,537 +10,040	+65%	+$661K	0.19%	111
2014 Q4	$1.06M	Buy	15,497 +1,643	+12%	+$114K	0.19%	128
2014 Q3	$960K	Buy	13,854 +836	+6%	+$59.4K	0.23%	102
2014 Q2	$933K	Buy	+13,018	New	+$901K	0.31%	95

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

Stratos Wealth Partners's NGG Position: Q2 2026 in Review

Stratos Wealth Partners increased its National Grid (NGG) stake by 3.5% in Q2 2026, buying an estimated $29K and bringing the position to 10,062 shares worth $834K. The position accounts for 0.01% of the portfolio, ranked #922.

Stratos Wealth Partners first reported a position in NGG in Q2 2014 and has held it in 24 quarters since. The position peaked at $1.59M in Q1 2015. 618 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Stratos Wealth Partners held 10,062 shares of National Grid worth $834K as of Q2 2026.
Stratos Wealth Partners bought 341 National Grid shares in Q2 2026, an estimated $29K.
National Grid made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #922 holding.
Stratos Wealth Partners first reported a position in National Grid in Q2 2014 and has held it in 24 quarters since.
Stratos Wealth Partners's National Grid position peaked at $1.59M in Q1 2015.
618 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.