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Wedbush Securities’s National Grid NGG Stock Holding History

Wedbush Securities’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 		– Sell
-2,446
Closed -$207K – 1353
2026
Q1 		$207K Buy
+2,446
New +$211K 0.01% 1120
2024
Q4 		– Sell
-5,578
Closed -$366K – 1176
2024
Q3 		$366K Sell
5,578
-2,240
-29% -$137K 0.01% 732
2024
Q2 		$418K Sell
7,818
-785
-9% -$47.3K 0.01% 697
2024
Q1 		$553K Buy
8,603
+3,872
+82% +$245K 0.02% 604
2023
Q4 		$303K Buy
4,731
+1,163
+33% +$69.4K 0.01% 760
2023
Q3 		$204K Buy
3,568
+135
+4% +$8.16K 0.01% 916
2023
Q2 		$218K Buy
3,433
+40
+1% +$2.62K 0.01% 892
2023
Q1 		$217K Buy
+3,393
New +$203K 0.01% 907

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

Wedbush Securities's NGG Position: Q2 2026 in Review

Wedbush Securities sold out of National Grid (NGG) in Q2 2026, closing a stake of 2,446 shares — an estimated $207K sold.

Wedbush Securities first reported a position in NGG in Q1 2023 and held it in 8 quarters. The position peaked at $553K in Q1 2024. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Wedbush Securities reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
  • Wedbush Securities sold 2,446 National Grid shares in Q2 2026, an estimated $207K.
  • Wedbush Securities first reported a position in National Grid in Q1 2023 and held it in 8 quarters.
  • Wedbush Securities's National Grid position peaked at $553K in Q1 2024.
  • 613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.