Ancora Advisors’s National Grid NGG Stock Holding History

Ancora 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 Q1	$40K	Buy	473 +146	+45%	+$12.6K	﹤0.01%	1240
2025 Q4	$25.3K	Sell	327 -180	-36%	-$13.5K	﹤0.01%	1446
2025 Q3	$36.3K	Buy	+507	New	+$35.6K	﹤0.01%	1101
2025 Q1	–	Sell	-104	Closed	-$5.94K	–	1846
2024 Q4	$5.94K	Sell	104 -2	-2%	-$120	﹤0.01%	1428
2024 Q3	$6.97K	Hold	106	–	–	﹤0.01%	1398
2024 Q2	$5.68K	Sell	106 -106	-50%	-$6.39K	﹤0.01%	1418
2024 Q1	$13.6K	Hold	212	–	–	﹤0.01%	1265
2023 Q4	$13.6K	Hold	212	–	–	﹤0.01%	1236
2023 Q3	$12.1K	Hold	212	–	–	﹤0.01%	1246
2023 Q2	$13.5K	Hold	212	–	–	﹤0.01%	1217
2023 Q1	$13.6K	Hold	212	–	–	﹤0.01%	1217
2022 Q4	$12K	Sell	212 -4	-2%	-$214	﹤0.01%	1298
2022 Q3	$10K	Hold	216	–	–	﹤0.01%	1492
2022 Q2	$13K	Sell	216 -6	-3%	-$397	﹤0.01%	1538
2022 Q1	$15K	Buy	+222	New	+$14.7K	﹤0.01%	1628
2021 Q3	–	Sell	-184	Closed	-$10K	–	2274
2021 Q2	$10K	Buy	184 +172	+1,433%	+$9.78K	﹤0.01%	1529
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	1685
2020 Q4	$1K	Buy	+12	New	+$636	﹤0.01%	1422
2017 Q1	–	Sell	-284	Closed	-$16K	–	929
2016 Q4	$16K	Buy	+284	New	+$16.8K	﹤0.01%	982

Other funds holding NGG

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return