Summit Global Investments’s National Grid NGG Stock Holding History

Summit Global Investments’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	$1.97M	Buy	23,716 +8,038	+51%	+$683K	0.11%	99
2026 Q1	$1.33M	Sell	15,678 -15,946	-50%	-$1.37M	0.08%	134
2025 Q4	$2.45M	Sell	31,624 -18,480	-37%	-$1.39M	0.14%	83
2025 Q3	$3.59M	Sell	50,104 -4,224	-8%	-$296K	0.21%	72
2025 Q2	$3.98M	Buy	54,328 +7,394	+16%	+$508K	0.24%	72
2025 Q1	$2.95M	Sell	46,934 -78,687	-63%	-$4.62M	0.21%	70
2024 Q4	$7.15M	Buy	125,621 +77,744	+162%	+$4.68M	0.45%	54
2024 Q3	$3.14M	Buy	47,877 +40,835	+580%	+$2.5M	0.2%	96
2024 Q2	$377K	Sell	7,042 -5,510	-44%	-$332K	0.03%	390
2024 Q1	$807K	Sell	12,552 -3,827	-23%	-$242K	0.06%	253
2023 Q4	$1.05M	Buy	+16,379	New	+$978K	0.07%	233

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

Summit Global Investments's NGG Position: Q2 2026 in Review

Summit Global Investments increased its National Grid (NGG) stake by 51% in Q2 2026, buying an estimated $683K and bringing the position to 23,716 shares worth $1.97M. The position accounts for 0.11% of the portfolio, ranked #99.

Summit Global Investments first reported a position in NGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.15M in Q4 2024. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Summit Global Investments held 23,716 shares of National Grid worth $1.97M as of Q2 2026.
Summit Global Investments bought 8,038 National Grid shares in Q2 2026, an estimated $683K.
National Grid made up 0.11% of Summit Global Investments's portfolio in Q2 2026, its #99 holding.
Summit Global Investments first reported a position in National Grid in Q4 2023 and has held it in 11 quarters since.
Summit Global Investments's National Grid position peaked at $7.15M in Q4 2024.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.