NATIONAL GRID PLC (NGG) — Institutional Holders, Q2 2026 (page 7)
624 institutional investment managers reported a NGG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 601 to 624. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NGG 13F holders ranked 601–624 of 624
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Trifecta Capital Advisors#601 · 15 sh | 15 | $1.2K | — | New |
| 602 | Highland Investment Advisors#602 · 15 sh | 15 | $1.2K | <0.01% | — |
| 603 | FWL INVESTMENT MANAGEMENT#603 · 14 sh | 14 | $1.2K | <0.01% | New |
| 604 | ZRC WEALTH MANAGEMENT#604 · 12 sh | 12 | $995.00 | — | New |
| 605 | CREATIVE FINANCIAL DESIGNS#605 · 12 sh | 12 | $984.00 | 0.00% | -50.0% |
| 606 | Plante Moran Financial Advisors#606 · 11 sh | 11 | $912.00 | 0.00% | New |
| 607 | MARSHALL INVESTMENT MANAGEMENT#607 · 10 sh | 10 | $829.00 | <0.01% | New |
| 608 | Gen-Wealth Partners#608 · 10 sh | 10 | $829.00 | <0.01% | 0.0% |
| 609 | CALDWELL SUTTER CAPITAL#609 · 10 sh | 10 | $829.00 | <0.01% | 0.0% |
| 610 | MidFirst Bank#610 · 9 sh | 9 | $746.00 | <0.01% | 0.0% |
| 611 | Monetary Solutions, Ltd#611 · 9 sh | 9 | $746.00 | — | New |
| 612 | Abound Wealth Management#612 · 8 sh | 8 | $663.00 | — | 0.0% |
| 613 | Cassaday & Wealth Management#613 · 8 sh | 8 | $663.00 | 0.00% | -71.4% |
| 614 | Mosley Wealth Management#614 · 7 sh | 7 | $580.00 | — | New |
| 615 | Trust Co#615 · 6 sh | 6 | $497.00 | — | 0.0% |
| 616 | Essential Partners#616 · 6 sh | 6 | $497.00 | — | New |
| 617 | Cordant#617 · 5 sh | 5 | $448.00 | <0.01% | New |
| 618 | Horizon Investments#618 · 5 sh | 5 | $414.00 | 0.00% | -37.5% |
| 619 | RMG Wealth Management#619 · 2 sh | 2 | $184.00 | — | 0.0% |
| 620 | Darwin Wealth Management#620 · 0 sh | 0 | $28.00 | 0.00% | New |
| 621 | NOMURA ASSET MANAGEMENT LTD#621 · 0 sh | 0 | $0.00 | 0.00% | New |
| 622 | CKW FINANCIAL GROUP#622 · 4 sh | 4 | $0.00 | 0.00% | New |
| 623 | Elequin Securities#623 · 3,784 sh | 3,784 | — | — | +25.3% |
| 624 | Quantum Portfolio Management#624 · 4,921 sh | 4,921 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.