Coppell Advisory Solutions’s National Grid NGG Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-51	Closed	-$2.9K	–	1317
2024 Q4	$2.9K	Sell	51 -1	-2%	-$60	﹤0.01%	1464
2024 Q3	$3.42K	Hold	52	–	–	﹤0.01%	1341
2024 Q2	$2.78K	Buy	+52	New	+$3.13K	﹤0.01%	1328
2023 Q4	$3.33K	Buy	+52	New	+$3.1K	﹤0.01%	1196
2023 Q3	–	Sell	-280	Closed	-$17.5K	–	1431
2023 Q2	$17.5K	Buy	+280	New	+$18.4K	0.01%	579

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Coppell Advisory Solutions's NGG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of National Grid (NGG) in Q1 2025, closing a stake of 51 shares — an estimated $2.9K sold.

Coppell Advisory Solutions first reported a position in NGG in Q2 2023 and held it in 5 quarters. The position peaked at $17.5K in Q2 2023. 467 funds tracked by Wall St. Rank hold NGG as of Q1 2025.

Coppell Advisory Solutions reported no remaining National Grid position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 51 National Grid shares in Q1 2025, an estimated $2.9K.
Coppell Advisory Solutions first reported a position in National Grid in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's National Grid position peaked at $17.5K in Q2 2023.
467 funds tracked by Wall St. Rank held National Grid as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.