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Carolinas Wealth Consulting’s National Grid NGG Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-8
Closed -$551 – 1087
2024
Q3 		$551 Buy
+8
New +$490 ﹤0.01% 996
2024
Q2 		– Sell
-34
Closed -$2.17K – 1067
2024
Q1 		$2.17K Sell
34
-7,569
-100% -$479K ﹤0.01% 783
2023
Q4 		$10.5K Sell
7,603
-43
-0.6% -$2.57K ﹤0.01% 532
2023
Q3 		$12.5K Buy
7,646
+2
+0% +$121 ﹤0.01% 491
2023
Q2 		$13K Buy
7,644
+10
+0.1% +$656 ﹤0.01% 556
2023
Q1 		$12.4K Sell
7,634
-5
-0.1% -$300 ﹤0.01% 577
2022
Q4 		$12.2K Sell
7,639
-78
-1% -$4.17K ﹤0.01% 588
2022
Q3 		$9K Hold
7,717
– – ﹤0.01% 583
2022
Q2 		$9K Buy
7,717
+7,678
+19,687% +$508K ﹤0.01% 590
2022
Q1 		$3K Sell
39
-1
-3% -$66 ﹤0.01% 767
2021
Q4 		$3K Sell
40
-1
-2% -$59 ﹤0.01% 782
2021
Q3 		$2K Hold
41
– – ﹤0.01% 804
2021
Q2 		$2K Hold
41
– – ﹤0.01% 817
2021
Q1 		$2K Hold
41
– – ﹤0.01% 825
2020
Q4 		$2K Buy
+41
New +$2.17K ﹤0.01% 750

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carolinas Wealth Consulting's NGG Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of National Grid (NGG) in Q4 2024, closing a stake of 8 shares — an estimated $551 sold.

Carolinas Wealth Consulting first reported a position in NGG in Q4 2020 and held it in 15 quarters. The position peaked at $13K in Q2 2023. 450 funds tracked by Wall St. Rank hold NGG as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining National Grid position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 National Grid shares in Q4 2024, an estimated $551.
  • Carolinas Wealth Consulting first reported a position in National Grid in Q4 2020 and held it in 15 quarters.
  • Carolinas Wealth Consulting's National Grid position peaked at $13K in Q2 2023.
  • 450 funds tracked by Wall St. Rank held National Grid as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.