True Wealth Design
NGG icon

True Wealth Design’s National Grid NGG Stock Holding History

True Wealth Design’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
Q3 		$50.1K Buy
661
+304
+85% +$24.2K 0.01% 505
2026
Q2 		$29.6K Sell
357
-56
-14% -$4.76K 0.01% 681
2026
Q1 		$34.9K Buy
413
+117
+40% +$10.1K 0.01% 512
2025
Q4 		$22.9K Sell
296
-2
-0.7% -$150 0.01% 566
2025
Q3 		$21.4K Buy
298
+262
+728% +$18.4K 0.01% 585
2025
Q2 		$2.6K Buy
36
+2
+6% +$137 ﹤0.01% 1069
2025
Q1 		$2.17K Hold
34
– – ﹤0.01% 982
2024
Q4 		$1.96K Buy
34
+4
+13% +$241 ﹤0.01% 742
2024
Q3 		$1.95K Hold
30
– – ﹤0.01% 795
2024
Q2 		$1.59K Buy
30
+6
+25% +$362 ﹤0.01% 397
2024
Q1 		$1.57K Buy
24
+10
+71% +$633 ﹤0.01% 376
2023
Q4 		$884 Hold
14
– – ﹤0.01% 375
2023
Q3 		$789 Hold
14
– – ﹤0.01% 347
2023
Q2 		$876 Hold
14
– – ﹤0.01% 344
2023
Q1 		$884 Hold
14
– – ﹤0.01% 425
2022
Q4 		$784 Buy
+14
New +$748 ﹤0.01% 370

Other funds holding NGG

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

True Wealth Design's NGG Position: Q3 2026 in Review

True Wealth Design increased its National Grid (NGG) stake by 85% in Q3 2026, buying an estimated $24.2K and bringing the position to 661 shares worth $50.1K. The position accounts for 0.01% of the portfolio, ranked #505.

True Wealth Design first reported a position in NGG in Q4 2022 and has held it in 16 quarters since. 112 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • True Wealth Design held 661 shares of National Grid worth $50.1K as of Q3 2026.
  • True Wealth Design bought 304 National Grid shares in Q3 2026, an estimated $24.2K.
  • National Grid made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #505 holding.
  • True Wealth Design first reported a position in National Grid in Q4 2022 and has held it in 16 quarters since.
  • 112 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.