West Paces Advisors
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West Paces Advisors’s National Grid NGG Stock Holding History

West Paces Advisors’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 		– Sell
-40
Closed -$3.32K – 754
2026
Q2 		$3.32K Buy
+40
New +$3.4K ﹤0.01% 509
2021
Q3 		– Sell
-49
Closed -$2.75K – 619
2021
Q2 		$2.75K Buy
+49
New +$2.79K ﹤0.01% 491

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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

West Paces Advisors's NGG Position: Q3 2026 in Review

West Paces Advisors sold out of National Grid (NGG) in Q3 2026, closing a stake of 40 shares — an estimated $3.32K sold.

West Paces Advisors first reported a position in NGG in Q2 2021 and held it in 2 quarters. The position peaked at $3.32K in Q2 2026. 247 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • West Paces Advisors reported no remaining National Grid position as of Q3 2026 after selling out during the quarter.
  • West Paces Advisors sold 40 National Grid shares in Q3 2026, an estimated $3.32K.
  • West Paces Advisors first reported a position in National Grid in Q2 2021 and held it in 2 quarters.
  • West Paces Advisors's National Grid position peaked at $3.32K in Q2 2026.
  • 247 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.