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Burney Company’s National Grid NGG Stock Holding History

Burney Company’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 		– Sell
-10,164
Closed -$786K – 624
2025
Q4 		$786K Sell
10,164
-146
-1% -$11K 0.02% 366
2025
Q3 		$739K Hold
10,310
– – 0.02% 354
2025
Q2 		$756K Sell
10,310
-301
-3% -$20.7K 0.03% 343
2025
Q1 		$667K Hold
10,611
– – 0.02% 373
2024
Q4 		$604K Buy
+10,611
New +$638K 0.02% 394

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Burney Company's NGG Position: Q1 2026 in Review

Burney Company sold out of National Grid (NGG) in Q1 2026, closing a stake of 10,164 shares — an estimated $786K sold.

Burney Company first reported a position in NGG in Q4 2024 and held it in 5 quarters. The position peaked at $786K in Q4 2025. 588 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

  • Burney Company reported no remaining National Grid position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 10,164 National Grid shares in Q1 2026, an estimated $786K.
  • Burney Company first reported a position in National Grid in Q4 2024 and held it in 5 quarters.
  • Burney Company's National Grid position peaked at $786K in Q4 2025.
  • 588 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.