CIBC Private Wealth Group
NGG icon

CIBC Private Wealth Group’s National Grid NGG Stock Holding History

CIBC Private Wealth Group’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
Q4 		$791K Buy
10,229
+8,054
+370% +$606K ﹤0.01% 755
2025
Q3 		$156K Buy
2,175
+227
+12% +$15.9K ﹤0.01% 1288
2025
Q2 		$143K Sell
1,948
-4,991
-72% -$343K ﹤0.01% 1249
2025
Q1 		$417K Sell
6,939
-544
-7% -$32K ﹤0.01% 854
2024
Q4 		$416K Sell
7,483
-345
-4% -$20.8K ﹤0.01% 920
2024
Q3 		$514K Buy
7,828
+5,105
+187% +$313K ﹤0.01% 865
2024
Q2 		$156K Buy
2,723
+2,162
+385% +$130K ﹤0.01% 1217
2024
Q1 		$35.9K Buy
+561
New +$35.5K ﹤0.01% 1806
2022
Q3 		– Sell
-76
Closed -$5K – 1098
2022
Q2 		$5K Buy
+76
New +$5.03K ﹤0.01% 1113
2018
Q2 		– Sell
-59
Closed -$3K – 2045
2018
Q1 		$3K Buy
+59
New +$2.88K ﹤0.01% 1751

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
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MF
Milford Funds Auckland $4.77B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return