CAWM
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Capital A Wealth Management’s National Grid NGG Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-294
Closed -$18.5K – 705
2025
Q1 		$18.5K Hold
294
– – 0.02% 231
2024
Q4 		$16.8K Buy
+294
New +$17.7K 0.03% 251

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Capital A Wealth Management's NGG Position: Q2 2025 in Review

Capital A Wealth Management sold out of National Grid (NGG) in Q2 2025, closing a stake of 294 shares — an estimated $18.5K sold.

Capital A Wealth Management first reported a position in NGG in Q4 2024 and held it in 2 quarters. The position peaked at $18.5K in Q1 2025. 502 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

  • Capital A Wealth Management reported no remaining National Grid position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 294 National Grid shares in Q2 2025, an estimated $18.5K.
  • Capital A Wealth Management first reported a position in National Grid in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's National Grid position peaked at $18.5K in Q1 2025.
  • 502 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.