WA
NGG icon

Wealth Alliance’s National Grid NGG Stock Holding History

Wealth Alliance’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 		$1.85M Buy
22,309
+1,149
+5% +$97.7K 0.15% 116
2026
Q1 		$1.79M Sell
21,160
-7,331
-26% -$632K 0.18% 114
2025
Q4 		$2.2M Sell
28,491
-284
-1% -$21.4K 0.22% 84
2025
Q3 		$2.06M Buy
28,775
+1,103
+4% +$77.4K 0.21% 85
2025
Q2 		$2.03M Buy
27,672
+787
+3% +$54.1K 0.23% 84
2025
Q1 		$1.69M Buy
26,885
+5,312
+25% +$312K 0.2% 97
2024
Q4 		$1.23M Sell
21,573
-2,413
-10% -$145K 0.15% 137
2024
Q3 		$1.57M Buy
23,986
+5,554
+30% +$340K 0.19% 108
2024
Q2 		$987K Sell
18,432
-6,178
-25% -$372K 0.13% 154
2024
Q1 		$1.58M Buy
24,610
+663
+3% +$41.9K 0.21% 104
2023
Q4 		$1.53M Buy
23,947
+3,214
+16% +$192K 0.22% 99
2023
Q3 		$1.18M Buy
20,733
+1,066
+5% +$64.5K 0.19% 115
2023
Q2 		$1.25M Buy
19,667
+2,769
+16% +$182K 0.19% 115
2023
Q1 		$1.08M Buy
16,898
+2,789
+20% +$167K 0.18% 127
2022
Q4 		$802K Sell
14,109
-2,075
-13% -$111K 0.14% 165
2022
Q3 		$773K Buy
16,184
+122
+0.8% +$7.34K 0.15% 145
2022
Q2 		$963K Sell
16,062
-1,085
-6% -$71.8K 0.18% 130
2022
Q1 		$1.19M Buy
17,147
+204
+1% +$13.5K 0.24% 92
2021
Q4 		$1.1M Sell
16,943
-325
-2% -$19.1K 0.22% 106
2021
Q3 		$911K Sell
17,268
-106
-0.6% -$6.08K 0.2% 109
2021
Q2 		$982K Buy
17,374
+899
+5% +$51.1K 0.23% 104
2021
Q1 		$863K Buy
16,475
+565
+4% +$29.5K 0.24% 102
2020
Q4 		$831K Buy
15,910
+2,016
+15% +$107K 0.24% 104
2020
Q3 		$710K Buy
13,894
+634
+5% +$31.8K 0.26% 102
2020
Q2 		$712K Buy
13,260
+360
+3% +$18.2K 0.28% 86
2020
Q1 		$665K Sell
12,900
-1,128
-8% -$62.3K 0.36% 78
2019
Q4 		$777K Buy
+14,028
New +$721K 0.55% 47

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

Wealth Alliance's NGG Position: Q2 2026 in Review

Wealth Alliance increased its National Grid (NGG) stake by 5.4% in Q2 2026, buying an estimated $97.7K and bringing the position to 22,309 shares worth $1.85M. The position accounts for 0.15% of the portfolio, ranked #116.

Wealth Alliance first reported a position in NGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.2M in Q4 2025. 618 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Wealth Alliance held 22,309 shares of National Grid worth $1.85M as of Q2 2026.
  • Wealth Alliance bought 1,149 National Grid shares in Q2 2026, an estimated $97.7K.
  • National Grid made up 0.15% of Wealth Alliance's portfolio in Q2 2026, its #116 holding.
  • Wealth Alliance first reported a position in National Grid in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's National Grid position peaked at $2.2M in Q4 2025.
  • 618 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.