Sunbelt Securities’s National Grid NGG Stock Holding History

Sunbelt Securities’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 Q1	$13.9K	Buy	164 +2	+1%	+$172	﹤0.01%	1407
2025 Q4	$12.5K	Sell	162 -149	-48%	-$11.2K	﹤0.01%	1388
2025 Q3	$22.3K	Buy	311 +29	+10%	+$2.03K	﹤0.01%	1231
2025 Q2	$16.5K	Sell	282 -13	-4%	-$893	﹤0.01%	1201
2025 Q1	$18.5K	Buy	295 +5	+2%	+$294	﹤0.01%	1139
2024 Q4	$16.5K	Sell	290 -8	-3%	-$481	﹤0.01%	1202
2024 Q3	$19.6K	Buy	298 +295	+9,833%	+$18.1K	﹤0.01%	1175
2024 Q2	$170	Hold	3	–	–	﹤0.01%	1710
2024 Q1	$205	Hold	3	–	–	﹤0.01%	1675
2023 Q4	$204	Hold	3	–	–	﹤0.01%	1634
2023 Q3	$182	Hold	3	–	–	﹤0.01%	1701
2023 Q2	$202	Hold	3	–	–	﹤0.01%	1630
2023 Q1	$202	Buy	+3	New	+$180	﹤0.01%	1590
2022 Q1	–	Sell	-3,338	Closed	-$220K	–	476
2021 Q4	$220K	Buy	+3,338	New	+$196K	0.04%	428
2020 Q1	–	Sell	-5,001	Closed	-$277K	–	553
2019 Q4	$277K	Hold	5,001	–	–	0.03%	464
2019 Q3	$239K	Buy	+5,001	New	+$231K	0.03%	477

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sunbelt Securities's NGG Position: Q1 2026 in Review

Sunbelt Securities increased its National Grid (NGG) stake by 1.2% in Q1 2026, buying an estimated $172 and bringing the position to 164 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Sunbelt Securities first reported a position in NGG in Q3 2019 and has held it in 16 quarters since. The position peaked at $277K in Q4 2019. 590 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

Sunbelt Securities held 164 shares of National Grid worth $13.9K as of Q1 2026.
Sunbelt Securities bought 2 National Grid shares in Q1 2026, an estimated $172.
National Grid made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1407 holding.
Sunbelt Securities first reported a position in National Grid in Q3 2019 and has held it in 16 quarters since.
Sunbelt Securities's National Grid position peaked at $277K in Q4 2019.
590 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.