WPC
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Wedmont Private Capital’s National Grid NGG Stock Holding History

Wedmont Private Capital’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
Q3 		$266K Buy
3,453
+705
+26% +$56.2K 0.01% 825
2026
Q2 		$227K Sell
2,748
-183
-6% -$15.6K 0.01% 868
2026
Q1 		$264K Buy
2,931
+101
+4% +$8.7K 0.01% 710
2025
Q4 		$225K Buy
+2,830
New +$213K 0.01% 744

Other funds holding NGG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wedmont Private Capital's NGG Position: Q3 2026 in Review

Wedmont Private Capital increased its National Grid (NGG) stake by 26% in Q3 2026, buying an estimated $56.2K and bringing the position to 3,453 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #825.

Wedmont Private Capital first reported a position in NGG in Q4 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • Wedmont Private Capital held 3,453 shares of National Grid worth $266K as of Q3 2026.
  • Wedmont Private Capital bought 705 National Grid shares in Q3 2026, an estimated $56.2K.
  • National Grid made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #825 holding.
  • Wedmont Private Capital first reported a position in National Grid in Q4 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.