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Summit Financial’s National Grid NGG Stock Holding History

Summit Financial’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 		$435K Buy
5,255
+993
+23% +$84.4K ﹤0.01% 1156
2026
Q1 		$361K Buy
4,262
+827
+24% +$71.2K ﹤0.01% 1111
2025
Q4 		$269K Buy
3,435
+20
+0.6% +$1.5K ﹤0.01% 1122
2025
Q3 		$245K Buy
3,415
+1
+0% +$70 ﹤0.01% 1136
2025
Q2 		$257K Buy
+3,414
New +$235K 0.01% 724

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Financial's NGG Position: Q2 2026 in Review

Summit Financial increased its National Grid (NGG) stake by 23% in Q2 2026, buying an estimated $84.4K and bringing the position to 5,255 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Summit Financial first reported a position in NGG in Q2 2025 and has held it in 5 quarters since. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Summit Financial held 5,255 shares of National Grid worth $435K as of Q2 2026.
  • Summit Financial bought 993 National Grid shares in Q2 2026, an estimated $84.4K.
  • National Grid made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1156 holding.
  • Summit Financial first reported a position in National Grid in Q2 2025 and has held it in 5 quarters since.
  • 617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

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