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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Buckingham Strategic Wealth's NGG Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its National Grid (NGG) stake by 1.3% in Q2 2024, selling an estimated $4.52K and leaving 5,803 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Buckingham Strategic Wealth first reported a position in NGG in Q4 2021 and has held it in 10 quarters since. The position peaked at $378K in Q1 2024. 420 funds tracked by Wall St. Rank hold NGG as of Q2 2024.

Buckingham Strategic Wealth held 5,803 shares of National Grid worth $311K as of Q2 2024.
Buckingham Strategic Wealth sold 75 National Grid shares in Q2 2024, an estimated $4.52K.
National Grid made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #591 holding.
Buckingham Strategic Wealth first reported a position in National Grid in Q4 2021 and has held it in 10 quarters since.
Buckingham Strategic Wealth's National Grid position peaked at $378K in Q1 2024.
420 funds tracked by Wall St. Rank held National Grid as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.