Atomi Financial Group’s National Grid NGG Stock Holding History

Atomi Financial Group’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	$1.26M	Buy	14,947 +433	+3%	+$37.3K	0.04%	359
2025 Q4	$1.12M	Buy	14,514 +1,731	+14%	+$130K	0.03%	373
2025 Q3	$916K	Buy	12,783 +1,471	+13%	+$103K	0.03%	406
2025 Q2	$830K	Buy	11,312 +3,847	+52%	+$264K	0.03%	400
2025 Q1	$469K	Buy	7,465 +1,913	+34%	+$112K	0.02%	563
2024 Q4	$316K	Sell	5,552 -429	-7%	-$25.8K	0.02%	699
2024 Q3	$393K	Buy	+5,981	New	+$367K	0.02%	558
2024 Q2	–	Sell	-5,101	Closed	-$328K	–	826
2024 Q1	$328K	Buy	5,101 +1,794	+54%	+$113K	0.03%	502
2023 Q4	$212K	Buy	+3,307	New	+$197K	0.03%	528

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 $871B 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 $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return