Blue Bell Private Wealth Management’s National Grid NGG Stock Holding History

Blue Bell Private Wealth 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
2025 Q4	–	Sell	-36	Closed	-$2.54K	–	748
2025 Q3	$2.54K	Buy	+36	New	+$2.52K	﹤0.01%	628

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

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

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

Milford Funds Auckland $6.14B AUM

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

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

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

Blue Bell Private Wealth Management's NGG Position: Q4 2025 in Review

Blue Bell Private Wealth Management sold out of National Grid (NGG) in Q4 2025, closing a stake of 36 shares — an estimated $2.54K sold.

Blue Bell Private Wealth Management first reported a position in NGG in Q3 2025 and held it in 1 quarter. The position peaked at $2.54K in Q3 2025. 545 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

Blue Bell Private Wealth Management reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 36 National Grid shares in Q4 2025, an estimated $2.54K.
Blue Bell Private Wealth Management first reported a position in National Grid in Q3 2025 and held it in 1 quarter.
Blue Bell Private Wealth Management's National Grid position peaked at $2.54K in Q3 2025.
545 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.