Cornerstone Planning Group’s National Grid NGG Stock Holding History

Cornerstone Planning 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
2026 Q1	$15K	Buy	171 +12	+8%	+$1.03K	﹤0.01%	771
2025 Q4	$13.5K	Buy	159 +9	+6%	+$677	﹤0.01%	710
2025 Q3	$11.3K	Buy	150 +104	+226%	+$7.29K	﹤0.01%	744
2025 Q2	$3.25K	Sell	46 -1	-2%	-$69	﹤0.01%	828
2025 Q1	$3.23K	Buy	47 +8	+21%	+$470	﹤0.01%	856
2024 Q4	$2.28K	Buy	39 +3	+8%	+$181	﹤0.01%	765
2024 Q3	$2.21K	Buy	36 +9	+33%	+$552	﹤0.01%	748
2024 Q2	$1.55K	Buy	27 +7	+35%	+$422	﹤0.01%	841
2024 Q1	$1.3K	Buy	+20	New	+$1.26K	﹤0.01%	733
2023 Q3	–	Sell	-10	Closed	-$606	–	1278
2023 Q2	$606	Buy	+10	New	+$656	﹤0.01%	1437
2022 Q4	$579	Buy	+10	New	+$535	﹤0.01%	1437

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return