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 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

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

True Wealth Design's NGG Position: Q2 2026 in Review

True Wealth Design reduced its National Grid (NGG) stake by 14% in Q2 2026, selling an estimated $4.76K and leaving 357 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #681.

True Wealth Design first reported a position in NGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.9K in Q1 2026. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

True Wealth Design held 357 shares of National Grid worth $29.6K as of Q2 2026.
True Wealth Design sold 56 National Grid shares in Q2 2026, an estimated $4.76K.
National Grid made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #681 holding.
True Wealth Design first reported a position in National Grid in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's National Grid position peaked at $34.9K in Q1 2026.
615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.