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Cetera Trust Company’s National Grid NGG Stock Holding History

Cetera Trust 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
2025
Q2 		– Sell
-783
Closed -$49.2K – 368
2025
Q1 		$49.2K Hold
783
– – 0.03% 226
2024
Q4 		$44.6K Sell
783
-13
-2% -$782 0.03% 225
2024
Q3 		$52.3K Hold
796
– – 0.03% 233
2024
Q2 		$42.6K Hold
796
– – 0.03% 235
2024
Q1 		$51.2K Hold
796
– – 0.03% 229
2023
Q4 		$51K Buy
+796
New +$47.5K 0.03% 226

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

Cetera Trust Company's NGG Position: Q2 2025 in Review

Cetera Trust Company sold out of National Grid (NGG) in Q2 2025, closing a stake of 783 shares — an estimated $49.2K sold.

Cetera Trust Company first reported a position in NGG in Q4 2023 and held it in 6 quarters. The position peaked at $52.3K in Q3 2024. 502 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

  • Cetera Trust Company reported no remaining National Grid position as of Q2 2025 after selling out during the quarter.
  • Cetera Trust Company sold 783 National Grid shares in Q2 2025, an estimated $49.2K.
  • Cetera Trust Company first reported a position in National Grid in Q4 2023 and held it in 6 quarters.
  • Cetera Trust Company's National Grid position peaked at $52.3K in Q3 2024.
  • 502 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on Cetera Trust Company's 13F filing for Q2 2025, filed 6 Aug 2025.