Wealthspire Advisors (New York)’s National Grid NGG Stock Holding History

Wealthspire Advisors (New York)’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	$656K	Buy	+7,911	New	+$673K	﹤0.01%	695
2025 Q4	–	Sell	-905	Closed	-$64.8K	–	2222
2025 Q3	$64.8K	Buy	+905	New	+$63.5K	﹤0.01%	1145
2019 Q1	–	Sell	-227	Closed	-$10K	–	537
2018 Q4	$10K	Buy	+227	New	+$10.6K	﹤0.01%	508

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

Wealthspire Advisors (New York)'s NGG Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in National Grid (NGG) in Q2 2026: 7,911 shares worth $656K. The stake represents ﹤0.01% of the portfolio and ranks #695 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in NGG as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in NGG in Q4 2018 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Wealthspire Advisors (New York) held 7,911 shares of National Grid worth $656K as of Q2 2026.
National Grid was a new Wealthspire Advisors (New York) position in Q2 2026.
National Grid made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #695 holding.
Wealthspire Advisors (New York) first reported a position in National Grid in Q4 2018 and has held it in 3 quarters since.
619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.