AE Wealth Management’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $719K | Buy |
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|
2025
Q2 | $715K | Buy |
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|
2025
Q1 | $602K | Buy |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $537K | Sell |
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|
2023
Q4 | $3.84M | Buy |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $3.6M | Buy |
|
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2.14M | Buy |
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|
2022
Q2 | $2.39M | Buy |
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|
2022
Q1 | $2.69M | Buy |
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|
2021
Q4 | $2.21M | Buy |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $840K | Sell |
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|
2020
Q4 | $840K | Sell |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | $1.61M | Buy |
|
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|
2019
Q4 | $1.43M | Buy |
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|
2019
Q3 | $957K | Sell |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $717K | Sell |
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|
2018
Q4 | $674K | Sell |
|
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|
2018
Q3 | $1.64M | Buy |
|
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|
2018
Q2 | $839K | Buy |
|
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|
2018
Q1 | $766K | Sell |
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|
2017
Q4 | $812K | Buy |
|
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|
2017
Q3 | $863K | Sell |
|
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|
2017
Q2 | $1.03M | Buy |
|
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|
2017
Q1 | $1.09M | Buy |
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|
2016
Q4 | $703K | Buy |
|