AWA
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Arete Wealth Advisors’s National Grid NGG Stock Holding History

Arete 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
2025
Q3 		– Sell
-2,928
Closed -$215K – 795
2025
Q2 		$215K Buy
+2,928
New +$201K 0.02% 677
2024
Q1 		– Sell
-3,141
Closed -$201K – 606
2023
Q4 		$201K Buy
+3,141
New +$188K 0.02% 681

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Arete Wealth Advisors's NGG Position: Q3 2025 in Review

Arete Wealth Advisors sold out of National Grid (NGG) in Q3 2025, closing a stake of 2,928 shares — an estimated $215K sold.

Arete Wealth Advisors first reported a position in NGG in Q4 2023 and held it in 2 quarters. The position peaked at $215K in Q2 2025. 509 funds tracked by Wall St. Rank hold NGG as of Q3 2025.

  • Arete Wealth Advisors reported no remaining National Grid position as of Q3 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,928 National Grid shares in Q3 2025, an estimated $215K.
  • Arete Wealth Advisors first reported a position in National Grid in Q4 2023 and held it in 2 quarters.
  • Arete Wealth Advisors's National Grid position peaked at $215K in Q2 2025.
  • 509 funds tracked by Wall St. Rank held National Grid as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.