AAS
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Avantax Advisory Services’s National Grid NGG Stock Holding History

Avantax Advisory Services’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 		$1.07M Sell
14,589
-508
-3% -$34.9K 0.01% 1127
2025
Q1 		$949K Sell
15,097
-89,977
-86% -$5.29M 0.01% 1119
2024
Q4 		$5.98M Sell
105,074
-910
-0.9% -$54.8K 0.04% 346
2024
Q3 		$6.96M Buy
105,984
+11,491
+12% +$704K 0.05% 315
2024
Q2 		$5.06M Buy
94,493
+5,542
+6% +$334K 0.04% 367
2024
Q1 		$5.72M Buy
88,951
+111
+0.1% +$7.02K 0.05% 285
2023
Q4 		$5.69M Sell
88,840
-1,837
-2% -$110K 0.06% 254
2023
Q3 		$5.18M Buy
90,677
+5,892
+7% +$356K 0.06% 249
2023
Q2 		$5.38M Sell
84,785
-1,694
-2% -$111K 0.06% 240
2023
Q1 		$5.54M Buy
86,479
+5,249
+6% +$315K 0.07% 227
2022
Q4 		$4.62M Buy
81,230
+3,760
+5% +$201K 0.06% 242
2022
Q3 		$3.7M Buy
77,470
+8,647
+13% +$520K 0.06% 253
2022
Q2 		$4.13M Buy
68,823
+6,181
+10% +$409K 0.06% 234
2022
Q1 		$4.33M Buy
62,642
+6,822
+12% +$452K 0.06% 232
2021
Q4 		$3.63M Buy
55,820
+5,171
+10% +$303K 0.05% 250
2021
Q3 		$2.67M Buy
50,649
+11,174
+28% +$641K 0.04% 288
2021
Q2 		$2.23M Buy
39,475
+11,512
+41% +$654K 0.04% 308
2021
Q1 		$1.47M Buy
27,963
+4,919
+21% +$257K 0.03% 359
2020
Q4 		$1.21M Sell
23,044
-11,331
-33% -$601K 0.03% 361
2020
Q3 		$1.76M Buy
34,375
+18,056
+111% +$907K 0.03% 389
2020
Q2 		$877K Buy
16,319
+2,887
+21% +$146K 0.03% 370
2020
Q1 		$692K Buy
+13,432
New +$742K 0.02% 366

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

Avantax Advisory Services's NGG Position: Q2 2025 in Review

Avantax Advisory Services reduced its National Grid (NGG) stake by 3.4% in Q2 2025, selling an estimated $34.9K and leaving 14,589 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1127.

Avantax Advisory Services first reported a position in NGG in Q1 2020 and has held it in 22 quarters since. The position peaked at $6.96M in Q3 2024. 502 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

  • Avantax Advisory Services held 14,589 shares of National Grid worth $1.07M as of Q2 2025.
  • Avantax Advisory Services sold 508 National Grid shares in Q2 2025, an estimated $34.9K.
  • National Grid made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1127 holding.
  • Avantax Advisory Services first reported a position in National Grid in Q1 2020 and has held it in 22 quarters since.
  • Avantax Advisory Services's National Grid position peaked at $6.96M in Q3 2024.
  • 502 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.