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Valeo Financial Advisors’s National Grid NGG Stock Holding History

Valeo 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 		$437K Buy
5,274
+1,811
+52% +$154K 0.01% 488
2026
Q1 		$293K Sell
3,463
-1,183
-25% -$102K 0.01% 556
2025
Q4 		$359K Buy
4,646
+765
+20% +$57.5K 0.01% 560
2025
Q3 		$278K Buy
3,881
+702
+22% +$49.2K 0.01% 631
2025
Q2 		$233K Buy
+3,179
New +$218K 0.01% 657
2024
Q4 		– Sell
-3,124
Closed -$205K – 774
2024
Q3 		$205K Buy
+3,124
New +$191K 0.01% 649
2023
Q2 		– Sell
-4,002
Closed -$256K – 653
2023
Q1 		$256K Buy
+4,002
New +$240K 0.01% 488
2021
Q2 		– Sell
-152
Closed -$8K – 1337
2021
Q1 		$8K Buy
152
+115
+311% +$6K ﹤0.01% 1424
2020
Q4 		$2K Sell
37
-63
-63% -$3.34K ﹤0.01% 1529
2020
Q3 		$5K Sell
100
-131
-57% -$6.58K ﹤0.01% 1261
2020
Q2 		$12K Buy
231
+131
+131% +$6.64K ﹤0.01% 1232
2020
Q1 		$5K Sell
100
-62
-38% -$3.42K ﹤0.01% 1313
2019
Q4 		$9K Buy
162
+122
+305% +$6.27K ﹤0.01% 1143
2019
Q3 		$2K Buy
40
+3
+8% +$139 ﹤0.01% 1395
2019
Q2 		$2K Hold
37
– – ﹤0.01% 1417
2019
Q1 		$2K Hold
37
– – ﹤0.01% 1373
2018
Q4 		$2K Sell
37
-1,206
-97% -$56.3K ﹤0.01% 1298
2018
Q3 		$60K Buy
1,243
+148
+14% +$7.04K 0.01% 516
2018
Q2 		$51K Sell
1,095
-1,073
-49% -$54.2K 0.01% 540
2018
Q1 		$108K Sell
2,168
-1,279
-37% -$62.4K 0.02% 355
2017
Q4 		$179K Buy
3,447
+1,582
+85% +$84.4K 0.03% 254
2017
Q3 		$103K Buy
+1,865
New +$104K 0.02% 289

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

Valeo Financial Advisors's NGG Position: Q2 2026 in Review

Valeo Financial Advisors increased its National Grid (NGG) stake by 52% in Q2 2026, buying an estimated $154K and bringing the position to 5,274 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #488.

Valeo Financial Advisors first reported a position in NGG in Q3 2017 and has held it in 22 quarters since. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Valeo Financial Advisors held 5,274 shares of National Grid worth $437K as of Q2 2026.
  • Valeo Financial Advisors bought 1,811 National Grid shares in Q2 2026, an estimated $154K.
  • National Grid made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #488 holding.
  • Valeo Financial Advisors first reported a position in National Grid in Q3 2017 and has held it in 22 quarters since.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.