Wealth Enhancement Advisory Services’s National Grid NGG Stock Holding History

Wealth Enhancement Advisory Services’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	$2.59M	Buy	31,300 +4,601	+17%	+$391K	﹤0.01%	1404
2026 Q1	$2.35M	Sell	26,699 -14,857	-36%	-$1.28M	﹤0.01%	1299
2025 Q4	$3.31M	Sell	41,556 -575	-1%	-$43.2K	﹤0.01%	1229
2025 Q3	$3.07M	Buy	42,131 +6,093	+17%	+$427K	﹤0.01%	1198
2025 Q2	$2.55M	Buy	36,038 +6,370	+21%	+$438K	﹤0.01%	1234
2025 Q1	$1.86M	Buy	29,668 +2,498	+9%	+$147K	﹤0.01%	1276
2024 Q4	$1.55M	Buy	27,170 +14,595	+116%	+$878K	﹤0.01%	1309
2024 Q3	$826K	Buy	12,575 +3,383	+37%	+$207K	﹤0.01%	1503
2024 Q2	$492K	Sell	9,192 -1,802	-16%	-$109K	﹤0.01%	1654
2024 Q1	$707K	Sell	10,994 -693	-6%	-$43.8K	﹤0.01%	1394
2023 Q4	$749K	Buy	11,687 +228	+2%	+$13.6K	﹤0.01%	1285
2023 Q3	$655K	Buy	+11,459	New	+$693K	﹤0.01%	1281

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

Wealth Enhancement Advisory Services's NGG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its National Grid (NGG) stake by 17% in Q2 2026, buying an estimated $391K and bringing the position to 31,300 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Wealth Enhancement Advisory Services first reported a position in NGG in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.31M in Q4 2025. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Wealth Enhancement Advisory Services held 31,300 shares of National Grid worth $2.59M as of Q2 2026.
Wealth Enhancement Advisory Services bought 4,601 National Grid shares in Q2 2026, an estimated $391K.
National Grid made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1404 holding.
Wealth Enhancement Advisory Services first reported a position in National Grid in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's National Grid position peaked at $3.31M in Q4 2025.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.