Waverly Advisors’s National Grid NGG Stock Holding History

Waverly 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	$493K	Buy	5,946 +675	+13%	+$57.4K	﹤0.01%	1183
2026 Q1	$446K	Buy	5,271 +73	+1%	+$6.29K	﹤0.01%	1140
2025 Q4	$402K	Buy	5,198 +607	+13%	+$45.7K	﹤0.01%	1095
2025 Q3	$329K	Buy	4,591 +1,042	+29%	+$73.1K	﹤0.01%	1001
2025 Q2	$260K	Buy	+3,549	New	+$244K	﹤0.01%	1025
2015 Q4	–	Sell	-226	Closed	-$15K	–	299
2015 Q3	$15K	Hold	226	–	–	0.01%	320
2015 Q2	$14K	Hold	226	–	–	0.01%	247
2015 Q1	$14K	Hold	226	–	–	0.01%	229
2014 Q4	$15K	Hold	226	–	–	0.01%	244
2014 Q3	$16K	Buy	226 +7	+3%	+$498	0.01%	381
2014 Q2	$16K	Hold	219	–	–	0.01%	366
2014 Q1	$14K	Sell	219 -1,136	-84%	-$73.2K	0.01%	375
2013 Q4	$85K	Hold	1,355	–	–	0.03%	262
2013 Q3	$77K	Buy	+1,355	New	+$76.4K	0.04%	185

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

Waverly Advisors's NGG Position: Q2 2026 in Review

Waverly Advisors increased its National Grid (NGG) stake by 13% in Q2 2026, buying an estimated $57.4K and bringing the position to 5,946 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Waverly Advisors first reported a position in NGG in Q3 2013 and has held it in 14 quarters since. 615 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Waverly Advisors held 5,946 shares of National Grid worth $493K as of Q2 2026.
Waverly Advisors bought 675 National Grid shares in Q2 2026, an estimated $57.4K.
National Grid made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1183 holding.
Waverly Advisors first reported a position in National Grid in Q3 2013 and has held it in 14 quarters since.
615 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.