B. Riley Wealth Advisors’s National Grid NGG Stock Holding History

B. Riley 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
2026 Q1	$776K	Sell	9,278 -1,390	-13%	-$120K	0.05%	338
2025 Q4	$825K	Buy	+10,668	New	+$802K	0.04%	386
2024 Q3	–	Sell	-4,044	Closed	-$239K	–	1371
2024 Q2	$239K	Sell	4,044 -106	-3%	-$6.39K	0.01%	1140
2024 Q1	$237K	Buy	+4,150	New	+$263K	0.01%	1170
2023 Q4	–	Sell	-4,150	Closed	-$237K	–	1474
2023 Q3	$237K	Buy	+4,150	New	+$251K	0.01%	1170
2023 Q2	–	Sell	-4,172	Closed	-$267K	–	1610
2023 Q1	$267K	Buy	4,172 +235	+6%	+$14.1K	0.01%	1132
2022 Q4	$226K	Buy	+3,937	New	+$210K	0.01%	1186
2022 Q2	–	Sell	-3,608	Closed	-$250K	–	1338
2022 Q1	$250K	Buy	3,608 +123	+4%	+$8.15K	0.01%	1096
2021 Q4	$227K	Buy	+3,485	New	+$205K	0.01%	1214
2018 Q1	–	Sell	-4,901	Closed	-$255K	–	698
2017 Q4	$255K	Buy	+4,901	New	+$261K	0.03%	505
2015 Q1	–	Sell	-1,986	Closed	-$135	–	1473
2014 Q4	$135	Buy	+1,986	New	+$138K	﹤0.01%	1566
2014 Q3	–	Sell	-481	Closed	-$34.5K	–	1438
2014 Q2	$34.5K	Buy	+481	New	+$33.3K	0.01%	1188

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 $761B 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 $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return