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Cherry Tree Wealth Management’s National Grid NGG Stock Holding History

Cherry Tree 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
-81
Closed -$5.12K – 697
2025
Q1 		$5.12K Buy
+81
New +$4.76K ﹤0.01% 523

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Cherry Tree Wealth Management's NGG Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of National Grid (NGG) in Q2 2025, closing a stake of 81 shares — an estimated $5.12K sold.

Cherry Tree Wealth Management first reported a position in NGG in Q1 2025 and held it in 1 quarter. The position peaked at $5.12K in Q1 2025. 501 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining National Grid position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 81 National Grid shares in Q2 2025, an estimated $5.12K.
  • Cherry Tree Wealth Management first reported a position in National Grid in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's National Grid position peaked at $5.12K in Q1 2025.
  • 501 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.