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Callan Capital’s National Grid NGG Stock Holding History

Callan Capital’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
Q1 		$276K Buy
+4,392
New +$258K 0.02% 299
2024
Q4 		– Sell
-3,058
Closed -$201K – 365
2024
Q3 		$201K Buy
+3,058
New +$187K 0.01% 335

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Callan Capital's NGG Position: Q1 2025 in Review

Callan Capital opened a new position in National Grid (NGG) in Q1 2025: 4,392 shares worth $276K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings. This is a return to the name: Callan Capital previously reported a position in NGG as recently as Q3 2024.

Callan Capital first reported a position in NGG in Q3 2024 and has held it in 2 quarters since. 467 funds tracked by Wall St. Rank hold NGG as of Q1 2025.

  • Callan Capital held 4,392 shares of National Grid worth $276K as of Q1 2025.
  • National Grid was a new Callan Capital position in Q1 2025.
  • National Grid made up 0.02% of Callan Capital's portfolio in Q1 2025, its #299 holding.
  • Callan Capital first reported a position in National Grid in Q3 2024 and has held it in 2 quarters since.
  • 467 funds tracked by Wall St. Rank held National Grid as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.