Crewe Advisors’s National Grid NGG Stock Holding History

Crewe Advisors’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 Q3	–	Sell	-55	Closed	-$4.02K	–	1030
2025 Q2	$4.02K	Buy	+55	New	+$3.78K	﹤0.01%	544
2023 Q1	–	Sell	-67	Closed	-$3.8K	–	967
2022 Q4	$3.8K	Buy	+67	New	+$3.58K	﹤0.01%	729
2018 Q3	–	Sell	-518	Closed	-$26K	–	254
2018 Q2	$26K	Hold	518	–	–	0.02%	159
2018 Q1	$26K	Hold	518	–	–	0.03%	168
2017 Q4	$27K	Buy	+518	New	+$27.6K	0.03%	169

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

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Crewe Advisors's NGG Position: Q3 2025 in Review

Crewe Advisors sold out of National Grid (NGG) in Q3 2025, closing a stake of 55 shares — an estimated $4.02K sold.

Crewe Advisors first reported a position in NGG in Q4 2017 and held it in 5 quarters. The position peaked at $27K in Q4 2017. 509 funds tracked by Wall St. Rank hold NGG as of Q3 2025.

Crewe Advisors reported no remaining National Grid position as of Q3 2025 after selling out during the quarter.
Crewe Advisors sold 55 National Grid shares in Q3 2025, an estimated $4.02K.
Crewe Advisors first reported a position in National Grid in Q4 2017 and held it in 5 quarters.
Crewe Advisors's National Grid position peaked at $27K in Q4 2017.
509 funds tracked by Wall St. Rank held National Grid as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.