WAU
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Wellington-Altus USA’s National Grid NGG Stock Holding History

Wellington-Altus USA’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 		$29.7K Hold
351
– – 0.02% 418
2026
Q1 		$29.1K Buy
351
+20
+6% +$1.72K 0.02% 452
2025
Q4 		$25.6K Buy
+331
New +$24.9K 0.02% 436

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

Wellington-Altus USA's NGG Position: Q2 2026 in Review

Wellington-Altus USA held its National Grid (NGG) position steady in Q2 2026 at 351 shares worth $29.7K. The position accounts for 0.02% of the portfolio, ranked #418.

Wellington-Altus USA first reported a position in NGG in Q4 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Wellington-Altus USA held 351 shares of National Grid worth $29.7K as of Q2 2026.
  • Wellington-Altus USA left its National Grid share count unchanged in Q2 2026.
  • National Grid made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #418 holding.
  • Wellington-Altus USA first reported a position in National Grid in Q4 2025 and has held it in 3 quarters since.
  • 619 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.