Synergy Investment Management’s National Grid NGG Stock Holding History

Synergy Investment Management’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	$9.54K	Buy	+121	New	+$10.3K	﹤0.01%	637

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

Synergy Investment Management's NGG Position: Q2 2026 in Review

Synergy Investment Management opened a new position in National Grid (NGG) in Q2 2026: 121 shares worth $9.54K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings.

613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Synergy Investment Management held 121 shares of National Grid worth $9.54K as of Q2 2026.
National Grid was a new Synergy Investment Management position in Q2 2026.
National Grid made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #637 holding.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.