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Trust Point Inc’s National Grid NGG Stock Holding History

Trust Point Inc’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 		$720K Buy
8,694
+681
+8% +$57.9K 0.06% 164
2026
Q1 		$678K Buy
8,013
+301
+4% +$25.9K 0.06% 178
2025
Q4 		$597K Buy
7,712
+1,749
+29% +$132K 0.05% 191
2025
Q3 		$427K Buy
5,963
+815
+16% +$57.2K 0.03% 268
2025
Q2 		$378K Buy
5,148
+516
+11% +$35.5K 0.04% 243
2025
Q1 		$291K Sell
4,632
-22
-0.5% -$1.29K 0.03% 349
2024
Q4 		$265K Buy
4,654
+53
+1% +$3.19K 0.02% 466
2024
Q3 		$302K Sell
4,601
-482
-9% -$29.5K 0.02% 396
2024
Q2 		$272K Sell
5,083
-119
-2% -$7.17K 0.02% 396
2024
Q1 		$334K Buy
5,202
+35
+0.7% +$2.21K 0.03% 383
2023
Q4 		$331K Buy
+5,167
New +$308K 0.03% 372

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

Trust Point Inc's NGG Position: Q2 2026 in Review

Trust Point Inc increased its National Grid (NGG) stake by 8.5% in Q2 2026, buying an estimated $57.9K and bringing the position to 8,694 shares worth $720K. The position accounts for 0.06% of the portfolio, ranked #164.

Trust Point Inc first reported a position in NGG in Q4 2023 and has held it in 11 quarters since. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Trust Point Inc held 8,694 shares of National Grid worth $720K as of Q2 2026.
  • Trust Point Inc bought 681 National Grid shares in Q2 2026, an estimated $57.9K.
  • National Grid made up 0.06% of Trust Point Inc's portfolio in Q2 2026, its #164 holding.
  • Trust Point Inc first reported a position in National Grid in Q4 2023 and has held it in 11 quarters since.
  • 615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.