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Anderson Financial Strategies’s National Grid NGG Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-1,435
Closed -$90.2K – 150
2025
Q1 		$90.2K Hold
1,435
– – 0.06% 86
2024
Q4 		$81.7K Buy
+1,435
New +$86.3K 0.05% 55

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Anderson Financial Strategies's NGG Position: Q2 2025 in Review

Anderson Financial Strategies sold out of National Grid (NGG) in Q2 2025, closing a stake of 1,435 shares — an estimated $90.2K sold.

Anderson Financial Strategies first reported a position in NGG in Q4 2024 and held it in 2 quarters. The position peaked at $90.2K in Q1 2025. 501 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

  • Anderson Financial Strategies reported no remaining National Grid position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 1,435 National Grid shares in Q2 2025, an estimated $90.2K.
  • Anderson Financial Strategies first reported a position in National Grid in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's National Grid position peaked at $90.2K in Q1 2025.
  • 501 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.