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Planning Strategies Inc.’s National Grid NGG Stock Holding History

Planning Strategies Inc.’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 		$15.3K Buy
+185
New +$15.7K 0.01% 275

Other funds holding NGG

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Planning Strategies Inc.'s NGG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in National Grid (NGG) in Q2 2026: 185 shares worth $15.3K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings.

200 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

  • Planning Strategies Inc. held 185 shares of National Grid worth $15.3K as of Q2 2026.
  • National Grid was a new Planning Strategies Inc. position in Q2 2026.
  • National Grid made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #275 holding.
  • 200 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.