BSW
NGG icon

Buckingham Strategic Wealth’s National Grid NGG Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$311K Sell
5,803
-75
-1% -$4.52K ﹤0.01% 591
2024
Q1 		$378K Buy
5,878
+71
+1% +$4.49K ﹤0.01% 530
2023
Q4 		$372K Buy
5,807
+1,591
+38% +$95K ﹤0.01% 513
2023
Q3 		$241K Sell
4,216
-874
-17% -$52.8K ﹤0.01% 582
2023
Q2 		$323K Buy
5,090
+970
+24% +$63.6K ﹤0.01% 519
2023
Q1 		$234K Hold
4,120
– – ﹤0.01% 533
2022
Q4 		$234K Buy
+4,120
New +$220K ﹤0.01% 535
2022
Q3 		– Sell
-4,226
Closed -$253K – 633
2022
Q2 		$253K Sell
4,226
-127
-3% -$8.4K 0.01% 501
2022
Q1 		$301K Sell
4,353
-2
-0% -$133 0.01% 471
2021
Q4 		$283K Buy
+4,355
New +$256K 0.01% 491

Other funds holding NGG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.62B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return