Toth Financial Advisory’s National Grid NGG Stock Holding History

Toth Financial Advisory’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	–	Sell	-16	Closed	-$1.35K	–	963
2026 Q1	$1.35K	Hold	16	–	–	﹤0.01%	766
2025 Q4	$1.24K	Buy	+16	New	+$1.2K	﹤0.01%	771

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

Toth Financial Advisory's NGG Position: Q2 2026 in Review

Toth Financial Advisory sold out of National Grid (NGG) in Q2 2026, closing a stake of 16 shares — an estimated $1.35K sold.

Toth Financial Advisory first reported a position in NGG in Q4 2025 and held it in 2 quarters. The position peaked at $1.35K in Q1 2026. 617 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Toth Financial Advisory reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 16 National Grid shares in Q2 2026, an estimated $1.35K.
Toth Financial Advisory first reported a position in National Grid in Q4 2025 and held it in 2 quarters.
Toth Financial Advisory's National Grid position peaked at $1.35K in Q1 2026.
617 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.