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RAFFA WEALTH MANAGEMENT, LLC’s National Grid NGG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$13.2K Buy
159
+15
+10% +$1.27K ﹤0.01% 367
2026
Q1 		$12.2K Hold
144
– – ﹤0.01% 350
2025
Q4 		$11.1K Sell
144
-2
-1% -$150 ﹤0.01% 358
2025
Q3 		$10.5K Buy
146
+13
+10% +$912 ﹤0.01% 356
2025
Q2 		$9.75K Sell
133
-4
-3% -$275 ﹤0.01% 382
2025
Q1 		$8.6K Hold
137
– – ﹤0.01% 335
2024
Q4 		$7.78K Sell
137
-2
-1% -$120 ﹤0.01% 366
2024
Q3 		$9.13K Hold
139
– – ﹤0.01% 320
2024
Q2 		$7.44K Hold
139
– – ﹤0.01% 489
2024
Q1 		$8.94K Hold
139
– – ﹤0.01% 440
2023
Q4 		$8.91K Hold
139
– – ﹤0.01% 312
2023
Q3 		$7.94K Hold
139
– – ﹤0.01% 310
2023
Q2 		$8.82K Hold
139
– – ﹤0.01% 302
2023
Q1 		$8.91K Hold
139
– – ﹤0.01% 315
2022
Q4 		$7.9K Sell
139
-2
-1% -$107 ﹤0.01% 316
2022
Q3 		$6.75K Hold
141
– – ﹤0.01% 336
2022
Q2 		$8.47K Sell
141
-5
-3% -$331 ﹤0.01% 305
2022
Q1 		$10.1K Hold
146
– – ﹤0.01% 292
2021
Q4 		$9.47K Buy
146
+63
+76% +$3.7K ﹤0.01% 316
2021
Q3 		$4.35K Hold
83
– – ﹤0.01% 407
2021
Q2 		$4.67K Buy
83
+3
+4% +$171 ﹤0.01% 392
2021
Q1 		$4.21K Buy
80
+18
+29% +$939 ﹤0.01% 440
2020
Q4 		$3.25K Hold
62
– – ﹤0.01% 440
2020
Q3 		$3.18K Buy
62
+15
+32% +$753 ﹤0.01% 397
2020
Q2 		$2.55K Buy
47
+5
+12% +$253 ﹤0.01% 428
2020
Q1 		$2.16K Buy
+42
New +$2.32K ﹤0.01% 414
2017
Q1 		– Sell
-30
Closed -$1.69K – 684
2016
Q4 		$1.69K Hold
30
– – ﹤0.01% 310
2016
Q3 		$2.06K Hold
30
– – ﹤0.01% 277
2016
Q2 		$2.16K Hold
30
– – ﹤0.01% 265
2016
Q1 		$2.07K Hold
30
– – ﹤0.01% 266
2015
Q4 		$2.02K Hold
30
– – ﹤0.01% 268
2015
Q3 		$2.02K Hold
30
– – ﹤0.01% 278
2015
Q2 		$1.87K Hold
30
– – ﹤0.01% 286
2015
Q1 		$1.87K Hold
30
– – ﹤0.01% 278
2014
Q4 		$2.05K Hold
30
– – ﹤0.01% 253
2014
Q3 		$2.08K Buy
+30
New +$2.13K ﹤0.01% 250
2014
Q1 		– Sell
-30
Closed -$2.05K – 568
2013
Q4 		$2.05K Buy
+30
New +$1.8K ﹤0.01% 253

Other funds holding NGG

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NGG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its National Grid (NGG) stake by 10% in Q2 2026, buying an estimated $1.27K and bringing the position to 159 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NGG in Q4 2013 and has held it in 37 quarters since. 190 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 159 shares of National Grid worth $13.2K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 15 National Grid shares in Q2 2026, an estimated $1.27K.
  • National Grid made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #367 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in National Grid in Q4 2013 and has held it in 37 quarters since.
  • 190 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.