Whipplewood Advisors’s National Grid NGG Stock Holding History

Whipplewood 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 Q2	–	Sell	-194	Closed	-$16.4K	–	910
2026 Q1	$16.4K	Buy	+194	New	+$16.7K	0.01%	421
2025 Q3	–	Sell	-70	Closed	-$5.13K	–	872
2025 Q2	$5.13K	Sell	70 -290	-81%	-$19.9K	﹤0.01%	693
2025 Q1	$262	Sell	360 -78	-18%	-$4.58K	﹤0.01%	1178
2024 Q4	$25K	Buy	+438	New	+$26.4K	0.01%	407

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

Whipplewood Advisors's NGG Position: Q2 2026 in Review

Whipplewood Advisors sold out of National Grid (NGG) in Q2 2026, closing a stake of 194 shares — an estimated $16.4K sold.

Whipplewood Advisors first reported a position in NGG in Q4 2024 and held it in 4 quarters. The position peaked at $25K in Q4 2024. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Whipplewood Advisors reported no remaining National Grid position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 194 National Grid shares in Q2 2026, an estimated $16.4K.
Whipplewood Advisors first reported a position in National Grid in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's National Grid position peaked at $25K in Q4 2024.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.