Credential Qtrade Securities’s National Grid NGG Stock Holding History

Credential Qtrade Securities’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
2023 Q3	–	Sell	-22	Closed	-$1.41K	–	372
2023 Q2	$1.41K	Sell	22 -23	-51%	-$1.51K	﹤0.01%	345
2023 Q1	$2.85K	Buy	+45	New	+$2.7K	﹤0.01%	343
2019 Q3	–	Sell	-118	Closed	-$5.53K	–	295
2019 Q2	$5.53K	Buy	+118	New	+$5.54K	﹤0.01%	259
2018 Q4	–	Sell	-630	Closed	-$28.9K	–	283
2018 Q3	$28.9K	Buy	+630	New	+$30K	0.01%	255

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

RJA

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

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

Credential Qtrade Securities's NGG Position: Q3 2023 in Review

Credential Qtrade Securities sold out of National Grid (NGG) in Q3 2023, closing a stake of 22 shares — an estimated $1.41K sold.

Credential Qtrade Securities first reported a position in NGG in Q3 2018 and held it in 4 quarters. The position peaked at $28.9K in Q3 2018. 402 funds tracked by Wall St. Rank hold NGG as of Q3 2023.

Credential Qtrade Securities reported no remaining National Grid position as of Q3 2023 after selling out during the quarter.
Credential Qtrade Securities sold 22 National Grid shares in Q3 2023, an estimated $1.41K.
Credential Qtrade Securities first reported a position in National Grid in Q3 2018 and held it in 4 quarters.
Credential Qtrade Securities's National Grid position peaked at $28.9K in Q3 2018.
402 funds tracked by Wall St. Rank held National Grid as of Q3 2023.

Based on Credential Qtrade Securities's 13F filing for Q3 2023, filed 21 Jul 2025.