Clean Yield Group’s National Grid NGG Stock Holding History

Clean Yield 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
2021 Q4	–	Sell	-93	Closed	-$5K	–	472
2021 Q3	$5K	Buy	+93	New	+$5.33K	﹤0.01%	428
2016 Q4	–	Sell	-2,156	Closed	-$148K	–	225
2016 Q3	$148K	Hold	2,156	–	–	0.06%	138
2016 Q2	$155K	Sell	2,156 -4	-0.2%	-$277	0.07%	131
2016 Q1	$149K	Buy	+2,160	New	+$144K	0.07%	132
2015 Q2	–	Sell	-446	Closed	-$28K	–	230
2015 Q1	$28K	Buy	+446	New	+$29.4K	0.01%	226

Other funds holding NGG

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clean Yield Group's NGG Position: Q4 2021 in Review

Clean Yield Group sold out of National Grid (NGG) in Q4 2021, closing a stake of 93 shares — an estimated $5K sold.

Clean Yield Group first reported a position in NGG in Q1 2015 and held it in 5 quarters. The position peaked at $155K in Q2 2016. 371 funds tracked by Wall St. Rank hold NGG as of Q4 2021.

Clean Yield Group reported no remaining National Grid position as of Q4 2021 after selling out during the quarter.
Clean Yield Group sold 93 National Grid shares in Q4 2021, an estimated $5K.
Clean Yield Group first reported a position in National Grid in Q1 2015 and held it in 5 quarters.
Clean Yield Group's National Grid position peaked at $155K in Q2 2016.
371 funds tracked by Wall St. Rank held National Grid as of Q4 2021.

Based on Clean Yield Group's 13F filing for Q4 2021, filed 24 Jan 2022.