UCFA
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United Capital Financial Advisors’s National Grid NGG Stock Holding History

United Capital Financial Advisors’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 		$695K Buy
8,385
+826
+11% +$70.2K ﹤0.01% 961
2026
Q1 		$639K Sell
7,559
-960
-11% -$82.7K ﹤0.01% 949
2025
Q4 		$659K Buy
8,519
+1,703
+25% +$128K ﹤0.01% 866
2025
Q3 		$488K Sell
6,816
-2,393
-26% -$168K ﹤0.01% 865
2025
Q2 		$676K Buy
9,209
+1,522
+20% +$105K 0.01% 708
2025
Q1 		$483K Buy
7,687
+1,095
+17% +$64.4K ﹤0.01% 754
2024
Q4 		$375K Sell
6,592
-971
-13% -$58.4K ﹤0.01% 818
2024
Q3 		$497K Buy
7,563
+1,469
+24% +$90K ﹤0.01% 728
2024
Q2 		$326K Sell
6,094
-1,104
-15% -$66.6K ﹤0.01% 819
2024
Q1 		$463K Buy
7,198
+1,890
+36% +$120K ﹤0.01% 754
2023
Q4 		$340K Buy
+5,308
New +$317K ﹤0.01% 827
2020
Q1 		– Sell
-9,877
Closed -$547K – 1312
2019
Q4 		$547K Buy
+9,877
New +$508K ﹤0.01% 965
2019
Q3 		– Sell
-9,518
Closed -$448K – 1425
2019
Q2 		$448K Sell
9,518
-1,044
-10% -$49K ﹤0.01% 1081
2019
Q1 		$522K Buy
10,562
+67
+0.6% +$3.24K ﹤0.01% 967
2018
Q4 		$450K Sell
10,495
-3,571
-25% -$167K ﹤0.01% 953
2018
Q3 		$645K Buy
14,066
+959
+7% +$45.6K ﹤0.01% 906
2018
Q2 		$647K Buy
13,107
+1,328
+11% +$67.1K ﹤0.01% 870
2018
Q1 		$588K Buy
11,779
+2,291
+24% +$112K ﹤0.01% 918
2017
Q4 		$493K Sell
9,488
-5,836
-38% -$311K ﹤0.01% 970
2017
Q3 		$850K Sell
15,324
-1,814
-11% -$101K 0.01% 818
2017
Q2 		$952K Sell
17,138
-1,853
-10% -$113K 0.01% 777
2017
Q1 		$1.16M Sell
18,991
-144,261
-88% -$8.33M 0.01% 707
2016
Q4 		$9.19M Buy
163,252
+296
+0.2% +$17.5K 0.09% 275
2016
Q3 		$11.2M Sell
162,956
-69
-0% -$4.77K 0.11% 219
2016
Q2 		$11.6M Sell
163,025
-1,979
-1% -$137K 0.12% 194
2016
Q1 		$11.4M Sell
165,004
-6,490
-4% -$433K 0.13% 173
2015
Q4 		$11.5M Buy
171,494
+5,187
+3% +$351K 0.13% 175
2015
Q3 		$11.2M Sell
166,307
-5,185
-3% -$332K 0.13% 168
2015
Q2 		$10.7M Sell
171,492
-2,090
-1% -$137K 0.12% 198
2015
Q1 		$11.3M Buy
+173,582
New +$11.4M 0.14% 190

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

United Capital Financial Advisors's NGG Position: Q2 2026 in Review

United Capital Financial Advisors increased its National Grid (NGG) stake by 11% in Q2 2026, buying an estimated $70.2K and bringing the position to 8,385 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

United Capital Financial Advisors first reported a position in NGG in Q1 2015 and has held it in 30 quarters since. The position peaked at $11.6M in Q2 2016. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • United Capital Financial Advisors held 8,385 shares of National Grid worth $695K as of Q2 2026.
  • United Capital Financial Advisors bought 826 National Grid shares in Q2 2026, an estimated $70.2K.
  • National Grid made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #961 holding.
  • United Capital Financial Advisors first reported a position in National Grid in Q1 2015 and has held it in 30 quarters since.
  • United Capital Financial Advisors's National Grid position peaked at $11.6M in Q2 2016.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.