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Transamerica Financial Advisors’s National Grid NGG Stock Holding History

Transamerica Financial Advisors’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 		$394K Sell
4,755
-1,474
-24% -$125K 0.03% 319
2026
Q1 		$527K Buy
6,229
+2,430
+64% +$209K 0.04% 283
2025
Q4 		$294K Buy
3,799
+645
+20% +$48.5K 0.02% 306
2025
Q3 		$226K Buy
3,154
+782
+33% +$54.8K 0.02% 313
2025
Q2 		$174K Buy
2,372
+200
+9% +$13.7K 0.02% 233
2025
Q1 		$137K Buy
2,172
+220
+11% +$12.9K 0.01% 245
2024
Q4 		$112K Sell
1,952
-196
-9% -$11.8K 0.01% 259
2024
Q3 		$141K Buy
2,148
+2,147
+214,700% +$132K 0.01% 250
2024
Q2 		$1K Hold
1
– – ﹤0.01% 491
2024
Q1 		$1K Buy
+1
New +$63 ﹤0.01% 536

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Transamerica Financial Advisors's NGG Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its National Grid (NGG) stake by 24% in Q2 2026, selling an estimated $125K and leaving 4,755 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #319.

Transamerica Financial Advisors first reported a position in NGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $527K in Q1 2026. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Transamerica Financial Advisors held 4,755 shares of National Grid worth $394K as of Q2 2026.
  • Transamerica Financial Advisors sold 1,474 National Grid shares in Q2 2026, an estimated $125K.
  • National Grid made up 0.03% of Transamerica Financial Advisors's portfolio in Q2 2026, its #319 holding.
  • Transamerica Financial Advisors first reported a position in National Grid in Q1 2024 and has held it in 10 quarters since.
  • Transamerica Financial Advisors's National Grid position peaked at $527K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.