Wiser Advisor Group’s National Grid NGG Stock Holding History

Wiser Advisor Group’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	$4.46K	Hold	54	–	–	﹤0.01%	203
2026 Q1	$4.56K	Hold	54	–	–	0.01%	197
2025 Q4	$4.17K	Sell	54 -1	-2%	-$75	﹤0.01%	202
2025 Q3	$3.91K	Buy	+55	New	+$3.86K	﹤0.01%	214
2025 Q2	–	Sell	-75	Closed	-$4.76K	–	181
2025 Q1	$4.76K	Sell	75 -27	-26%	-$1.59K	0.01%	213
2024 Q4	$5.85K	Sell	102 -2	-2%	-$120	0.01%	204
2024 Q3	$6.86K	Sell	104 -364	-78%	-$22.3K	0.01%	202
2024 Q2	$25K	Buy	468 +2	+0.4%	+$121	0.04%	133
2024 Q1	$30.1K	Sell	466 -5	-1%	-$316	0.05%	123
2023 Q4	$30.2K	Buy	+471	New	+$28.1K	0.05%	124

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

Wiser Advisor Group's NGG Position: Q2 2026 in Review

Wiser Advisor Group held its National Grid (NGG) position steady in Q2 2026 at 54 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Wiser Advisor Group first reported a position in NGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $30.2K in Q4 2023. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Wiser Advisor Group held 54 shares of National Grid worth $4.46K as of Q2 2026.
Wiser Advisor Group left its National Grid share count unchanged in Q2 2026.
National Grid made up ﹤0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #203 holding.
Wiser Advisor Group first reported a position in National Grid in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's National Grid position peaked at $30.2K in Q4 2023.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.