TAFW
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Tred Avon Family Wealth’s National Grid NGG Stock Holding History

Tred Avon Family Wealth’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
Q1 		$814K Buy
9,620
+165
+2% +$14.2K 0.27% 107
2025
Q4 		$731K Sell
9,455
-621
-6% -$46.7K 0.24% 122
2025
Q3 		$722K Buy
+10,076
New +$707K 0.25% 120

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tred Avon Family Wealth's NGG Position: Q1 2026 in Review

Tred Avon Family Wealth increased its National Grid (NGG) stake by 1.7% in Q1 2026, buying an estimated $14.2K and bringing the position to 9,620 shares worth $814K. The position accounts for 0.27% of the portfolio, ranked #107.

Tred Avon Family Wealth first reported a position in NGG in Q3 2025 and has held it in 3 quarters since. 586 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

  • Tred Avon Family Wealth held 9,620 shares of National Grid worth $814K as of Q1 2026.
  • Tred Avon Family Wealth bought 165 National Grid shares in Q1 2026, an estimated $14.2K.
  • National Grid made up 0.27% of Tred Avon Family Wealth's portfolio in Q1 2026, its #107 holding.
  • Tred Avon Family Wealth first reported a position in National Grid in Q3 2025 and has held it in 3 quarters since.
  • 586 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.