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Barden Capital Management’s National Grid NGG Stock Holding History

Barden Capital Management’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
2024
Q4 		– Sell
-15,320
Closed -$1.01M – 64
2024
Q3 		$1.01M Buy
15,320
+825
+6% +$50.6K 0.88% 50
2024
Q2 		$776K Buy
14,495
+464
+3% +$28K 0.73% 53
2024
Q1 		$902K Sell
14,031
-1,027
-7% -$65K 0.87% 51
2023
Q4 		$869K Buy
15,058
+2,137
+17% +$128K 0.71% 55
2023
Q3 		$732K Buy
12,921
+266
+2% +$16.1K 0.71% 53
2023
Q2 		$803K Sell
12,655
-230
-2% -$15.1K 0.88% 49
2023
Q1 		$826K Buy
+12,885
New +$772K 0.79% 52

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barden Capital Management's NGG Position: Q4 2024 in Review

Barden Capital Management sold out of National Grid (NGG) in Q4 2024, closing a stake of 15,320 shares — an estimated $1.01M sold.

Barden Capital Management first reported a position in NGG in Q1 2023 and held it in 7 quarters. The position peaked at $1.01M in Q3 2024. 450 funds tracked by Wall St. Rank hold NGG as of Q4 2024.

  • Barden Capital Management reported no remaining National Grid position as of Q4 2024 after selling out during the quarter.
  • Barden Capital Management sold 15,320 National Grid shares in Q4 2024, an estimated $1.01M.
  • Barden Capital Management first reported a position in National Grid in Q1 2023 and held it in 7 quarters.
  • Barden Capital Management's National Grid position peaked at $1.01M in Q3 2024.
  • 450 funds tracked by Wall St. Rank held National Grid as of Q4 2024.

Based on Barden Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.