Zevin Asset Management’s National Grid NGG Stock Holding History

Zevin Asset Management’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	$4.69M	Sell	56,586 -9,111	-14%	-$775K	0.66%	45
2026 Q1	$5.56M	Buy	65,697 +1,923	+3%	+$166K	0.77%	45
2025 Q4	$4.93M	Buy	63,774 +291	+0.5%	+$21.9K	0.66%	43
2025 Q3	$4.55M	Sell	63,483 -9,505	-13%	-$667K	0.66%	44
2025 Q2	$5.35M	Buy	+72,988	New	+$5.02M	0.77%	43

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

Zevin Asset Management's NGG Position: Q2 2026 in Review

Zevin Asset Management reduced its National Grid (NGG) stake by 14% in Q2 2026, selling an estimated $775K and leaving 56,586 shares worth $4.69M. The position accounts for 0.66% of the portfolio, ranked #45.

Zevin Asset Management first reported a position in NGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.56M in Q1 2026. 613 funds tracked by Wall St. Rank hold NGG as of Q2 2026.

Zevin Asset Management held 56,586 shares of National Grid worth $4.69M as of Q2 2026.
Zevin Asset Management sold 9,111 National Grid shares in Q2 2026, an estimated $775K.
National Grid made up 0.66% of Zevin Asset Management's portfolio in Q2 2026, its #45 holding.
Zevin Asset Management first reported a position in National Grid in Q2 2025 and has held it in 5 quarters since.
Zevin Asset Management's National Grid position peaked at $5.56M in Q1 2026.
613 funds tracked by Wall St. Rank held National Grid as of Q2 2026.

Based on Zevin Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.