Westside Investment Management’s National Grid NGG Stock Holding History

Westside Investment Management’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	$37.6K	Hold	454	–	–	﹤0.01%	691
2026 Q1	$39.9K	Hold	454	–	–	0.01%	635
2025 Q4	$35.7K	Sell	454 -7	-2%	-$526	0.01%	650
2025 Q3	$33.1K	Buy	461 +231	+100%	+$16.2K	0.01%	688
2025 Q2	$16.9K	Buy	+230	New	+$15.8K	﹤0.01%	740
2018 Q1	–	Sell	-137	Closed	-$7.14K	–	830
2017 Q4	$7.14K	Hold	137	–	–	﹤0.01%	633
2017 Q3	$7.58K	Hold	137	–	–	﹤0.01%	609
2017 Q2	$7.35K	Sell	137 -1	-0.7%	-$61	﹤0.01%	600
2017 Q1	$8.43K	Buy	138 +75	+119%	+$4.33K	﹤0.01%	551
2016 Q4	$3.5K	Buy	+63	New	+$3.73K	﹤0.01%	554

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

Westside Investment Management's NGG Position: Q2 2026 in Review

Westside Investment Management held its National Grid (NGG) position steady in Q2 2026 at 454 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Westside Investment Management first reported a position in NGG in Q4 2016 and has held it in 10 quarters since. The position peaked at $39.9K in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Westside Investment Management held 454 shares of National Grid worth $37.6K as of Q2 2026.
Westside Investment Management left its National Grid share count unchanged in Q2 2026.
National Grid made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #691 holding.
Westside Investment Management first reported a position in National Grid in Q4 2016 and has held it in 10 quarters since.
Westside Investment Management's National Grid position peaked at $39.9K in Q1 2026.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.