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Congress Wealth Management’s National Grid NGG Stock Holding History

Congress 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 		$377K Buy
5,144
+1,227
+31% +$84.3K ﹤0.01% 1007
2025
Q1 		$246K Buy
3,917
+77
+2% +$4.53K ﹤0.01% 984
2024
Q4 		$219K Buy
3,840
+181
+5% +$10.9K ﹤0.01% 838
2024
Q3 		$240K Buy
+3,659
New +$224K ﹤0.01% 784

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

Congress Wealth Management's NGG Position: Q2 2025 in Review

Congress Wealth Management increased its National Grid (NGG) stake by 31% in Q2 2025, buying an estimated $84.3K and bringing the position to 5,144 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Congress Wealth Management first reported a position in NGG in Q3 2024 and has held it in 4 quarters since. 502 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

  • Congress Wealth Management held 5,144 shares of National Grid worth $377K as of Q2 2025.
  • Congress Wealth Management bought 1,227 National Grid shares in Q2 2025, an estimated $84.3K.
  • National Grid made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1007 holding.
  • Congress Wealth Management first reported a position in National Grid in Q3 2024 and has held it in 4 quarters since.
  • 502 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

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