James T. Borello RIA
NGG icon

James T. Borello RIA’s National Grid NGG Stock Holding History

James T. Borello RIA’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
Q3 		$32.8K Buy
433
+145
+50% +$11.6K 0.01% 312
2026
Q2 		$23.9K Sell
288
-288
-50% -$24.5K 0.01% 372
2026
Q1 		$48.7K Buy
576
+567
+6,300% +$48.8K 0.01% 225
2025
Q4 		$696 Buy
+9
New +$677 ﹤0.01% 909

Other funds holding NGG

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

James T. Borello RIA's NGG Position: Q3 2026 in Review

James T. Borello RIA increased its National Grid (NGG) stake by 50% in Q3 2026, buying an estimated $11.6K and bringing the position to 433 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #312.

James T. Borello RIA first reported a position in NGG in Q4 2025 and has held it in 4 quarters since. The position peaked at $48.7K in Q1 2026. 103 funds tracked by Wall St. Rank hold NGG as of Q3 2026.

  • James T. Borello RIA held 433 shares of National Grid worth $32.8K as of Q3 2026.
  • James T. Borello RIA bought 145 National Grid shares in Q3 2026, an estimated $11.6K.
  • National Grid made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #312 holding.
  • James T. Borello RIA first reported a position in National Grid in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's National Grid position peaked at $48.7K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held National Grid as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.