Sunpointe’s National Grid NGG Stock Holding History

Sunpointe’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	$346K	Buy	4,179 +355	+9%	+$30.2K	0.1%	177
2026 Q1	$324K	Sell	3,824 -1,358	-26%	-$117K	0.11%	192
2025 Q4	$406K	Sell	5,182 -151	-3%	-$11.4K	0.13%	156
2025 Q3	$382K	Sell	5,333 -84	-2%	-$5.89K	0.14%	156
2025 Q2	$408K	Sell	5,417 -158	-3%	-$10.9K	0.16%	131
2025 Q1	$350K	Buy	5,575 +444	+9%	+$26.1K	0.19%	105
2024 Q4	$297K	Buy	5,131 +26	+0.5%	+$1.56K	0.15%	129
2024 Q3	$335K	Buy	5,105 +8	+0.2%	+$490	0.28%	94
2024 Q2	$288K	Sell	5,097 -1,016	-17%	-$61.3K	0.19%	111
2024 Q1	$393K	Buy	6,113 +650	+12%	+$41.1K	0.44%	70
2023 Q4	$356K	Buy	+5,463	New	+$326K	0.45%	72

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

Sunpointe's NGG Position: Q2 2026 in Review

Sunpointe increased its National Grid (NGG) stake by 9.3% in Q2 2026, buying an estimated $30.2K and bringing the position to 4,179 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #177.

Sunpointe first reported a position in NGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $408K in Q2 2025. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Sunpointe held 4,179 shares of National Grid worth $346K as of Q2 2026.
Sunpointe bought 355 National Grid shares in Q2 2026, an estimated $30.2K.
National Grid made up 0.1% of Sunpointe's portfolio in Q2 2026, its #177 holding.
Sunpointe first reported a position in National Grid in Q4 2023 and has held it in 11 quarters since.
Sunpointe's National Grid position peaked at $408K in Q2 2025.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.