Atria Wealth Solutions’s National Grid NGG Stock Holding History

Atria Wealth Solutions’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	$204K	Buy	+2,776	New	+$191K	﹤0.01%	1385
2025 Q1	–	Sell	-4,204	Closed	-$239K	–	2012
2024 Q4	$239K	Buy	+4,204	New	+$253K	﹤0.01%	1699
2024 Q3	–	Sell	-3,458	Closed	-$201K	–	2009
2024 Q2	$201K	Buy	3,458 +34	+1%	+$2.05K	﹤0.01%	1778
2024 Q1	$220K	Sell	3,424 -6	-0.2%	-$380	﹤0.01%	1764
2023 Q4	$222K	Buy	+3,430	New	+$205K	﹤0.01%	1706

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Atria Wealth Solutions's NGG Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in National Grid (NGG) in Q2 2025: 2,776 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1385 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in NGG as recently as Q4 2024.

Atria Wealth Solutions first reported a position in NGG in Q4 2023 and has held it in 5 quarters since. The position peaked at $239K in Q4 2024. 502 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

Atria Wealth Solutions held 2,776 shares of National Grid worth $204K as of Q2 2025.
National Grid was a new Atria Wealth Solutions position in Q2 2025.
National Grid made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1385 holding.
Atria Wealth Solutions first reported a position in National Grid in Q4 2023 and has held it in 5 quarters since.
Atria Wealth Solutions's National Grid position peaked at $239K in Q4 2024.
502 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.