World Investment Advisors’s National Grid NGG Stock Holding History

World Investment 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	$712K	Sell	8,425 -329	-4%	-$28K	0.01%	817
2026 Q1	$741K	Sell	8,754 -1,198	-12%	-$103K	0.01%	815
2025 Q4	$770K	Buy	9,952 +575	+6%	+$43.2K	0.01%	774
2025 Q3	$672K	Buy	9,377 +123	+1%	+$8.63K	0.01%	681
2025 Q2	$679K	Sell	9,254 -2,571	-22%	-$177K	0.02%	630
2025 Q1	$743K	Buy	11,825 +2,515	+27%	+$148K	0.02%	578
2024 Q4	$530K	Buy	9,310 +1,355	+17%	+$81.5K	0.01%	655
2024 Q3	$522K	Buy	+7,955	New	+$488K	0.02%	586

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

World Investment Advisors's NGG Position: Q2 2026 in Review

World Investment Advisors reduced its National Grid (NGG) stake by 3.8% in Q2 2026, selling an estimated $28K and leaving 8,425 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #817.

World Investment Advisors first reported a position in NGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $770K in Q4 2025. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

World Investment Advisors held 8,425 shares of National Grid worth $712K as of Q2 2026.
World Investment Advisors sold 329 National Grid shares in Q2 2026, an estimated $28K.
National Grid made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #817 holding.
World Investment Advisors first reported a position in National Grid in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's National Grid position peaked at $770K in Q4 2025.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.