1WA
NGG icon

180 Wealth Advisors’s National Grid NGG Stock Holding History

180 Wealth 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 		$282K Sell
3,403
-252
-7% -$21.4K 0.03% 394
2026
Q1 		$309K Sell
3,655
-50
-1% -$4.31K 0.04% 355
2025
Q4 		$287K Sell
3,705
-394
-10% -$29.6K 0.03% 377
2025
Q3 		$294K Buy
4,099
+161
+4% +$11.3K 0.04% 366
2025
Q2 		$289K Sell
3,938
-397
-9% -$27.3K 0.04% 343
2025
Q1 		$272K Sell
4,335
-595
-12% -$35K 0.04% 336
2024
Q4 		$281K Sell
4,930
-190
-4% -$11.4K 0.04% 331
2024
Q3 		$336K Sell
5,120
-399
-7% -$24.5K 0.05% 313
2024
Q2 		$327K Buy
5,519
+66
+1% +$3.98K 0.05% 301
2024
Q1 		$351K Buy
5,453
+44
+0.8% +$2.78K 0.06% 265
2023
Q4 		$346K Sell
5,409
-283
-5% -$16.9K 0.07% 252
2023
Q3 		$325K Buy
5,692
+413
+8% +$25K 0.07% 249
2023
Q2 		$336K Buy
5,279
+10
+0.2% +$656 0.07% 237
2023
Q1 		$338K Sell
5,269
-10
-0.2% -$599 0.08% 240
2022
Q4 		$320K Sell
5,279
-357
-6% -$19.1K 0.08% 251
2022
Q3 		$269K Buy
5,636
+1,409
+33% +$84.8K 0.07% 264
2022
Q2 		$258K Buy
4,227
+784
+23% +$51.9K 0.07% 291
2022
Q1 		$237K Buy
3,443
+105
+3% +$6.96K 0.05% 319
2021
Q4 		$221K Buy
+3,338
New +$196K 0.05% 334
2020
Q4 		– Sell
-5,730
Closed -$307K – 318
2020
Q3 		$307K Buy
5,730
+248
+5% +$12.5K 0.12% 178
2020
Q2 		$272K Sell
5,482
-161
-3% -$8.16K 0.11% 190
2020
Q1 		$271K Sell
5,643
-217
-4% -$12K 0.14% 165
2019
Q4 		$323K Sell
5,860
-130
-2% -$6.68K 0.13% 190
2019
Q3 		$295K Sell
5,990
-28
-0.5% -$1.29K 0.13% 194
2019
Q2 		$277K Buy
6,018
+70
+1% +$3.29K 0.12% 191
2019
Q1 		$286K Buy
+5,948
New +$288K 0.13% 198

Other funds holding NGG

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return