Syon Capital’s National Grid NGG Stock Holding History

Syon Capital’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	$1.45M	Buy	17,458 +976	+6%	+$83K	0.06%	233
2026 Q1	$1.39M	Buy	16,482 +101	+0.6%	+$8.7K	0.07%	218
2025 Q4	$1.27M	Buy	16,381 +1,739	+12%	+$131K	0.06%	231
2025 Q3	$1.05M	Buy	14,642 +4,853	+50%	+$340K	0.06%	245
2025 Q2	$718K	Buy	9,789 +651	+7%	+$44.7K	0.05%	287
2025 Q1	$574K	Buy	9,138 +1,003	+12%	+$58.9K	0.05%	285
2024 Q4	$463K	Sell	8,135 -3,948	-33%	-$238K	0.04%	301
2024 Q3	$793K	Sell	12,083 -2,048	-14%	-$126K	0.07%	204
2024 Q2	$756K	Sell	14,131 -3,338	-19%	-$201K	0.07%	194
2024 Q1	$1.12M	Buy	17,469 +3,084	+21%	+$195K	0.11%	137
2023 Q4	$922K	Buy	14,385 +3,546	+33%	+$212K	0.09%	156
2023 Q3	$619K	Buy	+10,839	New	+$655K	0.08%	156

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

Syon Capital's NGG Position: Q2 2026 in Review

Syon Capital increased its National Grid (NGG) stake by 5.9% in Q2 2026, buying an estimated $83K and bringing the position to 17,458 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #233.

Syon Capital first reported a position in NGG in Q3 2023 and has held it in 12 quarters since. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Syon Capital held 17,458 shares of National Grid worth $1.45M as of Q2 2026.
Syon Capital bought 976 National Grid shares in Q2 2026, an estimated $83K.
National Grid made up 0.06% of Syon Capital's portfolio in Q2 2026, its #233 holding.
Syon Capital first reported a position in National Grid in Q3 2023 and has held it in 12 quarters since.
615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.