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
Q2 		$807K Buy
9,733
+113
+1% +$9.61K 0.25% 119
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

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

Tred Avon Family Wealth's NGG Position: Q2 2026 in Review

Tred Avon Family Wealth increased its National Grid (NGG) stake by 1.2% in Q2 2026, buying an estimated $9.61K and bringing the position to 9,733 shares worth $807K. The position accounts for 0.25% of the portfolio, ranked #119.

Tred Avon Family Wealth first reported a position in NGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $814K in Q1 2026. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Tred Avon Family Wealth held 9,733 shares of National Grid worth $807K as of Q2 2026.
  • Tred Avon Family Wealth bought 113 National Grid shares in Q2 2026, an estimated $9.61K.
  • National Grid made up 0.25% of Tred Avon Family Wealth's portfolio in Q2 2026, its #119 holding.
  • Tred Avon Family Wealth first reported a position in National Grid in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's National Grid position peaked at $814K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.