Bruce G. Allen Investments’s National Grid NGG Stock Holding History

Bruce G. Allen Investments’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	$95.9K	Sell	1,134 -2	-0.2%	-$172	0.06%	165
2025 Q4	$87.9K	Sell	1,136 -18	-2%	-$1.35K	0.06%	181
2025 Q3	$82.7K	Buy	1,154 +3	+0.3%	+$210	0.06%	190
2025 Q2	$84.5K	Buy	1,151 +6	+0.5%	+$412	0.06%	179
2025 Q1	$72K	Buy	1,145 +33	+3%	+$1.94K	0.06%	184
2024 Q4	$63.3K	Sell	1,112 -34	-3%	-$2.05K	0.05%	217
2024 Q3	$75.2K	Sell	1,146 -2	-0.2%	-$123	0.06%	191
2024 Q2	$61.5K	Buy	1,148 +236	+26%	+$14.2K	0.05%	210
2024 Q1	$58.6K	Sell	912 -170	-16%	-$10.8K	0.05%	214
2023 Q4	$69.3K	Buy	+1,082	New	+$64.6K	0.06%	186

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