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Crowley Wealth Management’s National Grid NGG Stock Holding History

Crowley 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
Q4 		– Sell
-186
Closed -$13.3K – 233
2025
Q3 		$13.3K Hold
186
– – 0.01% 257
2025
Q2 		$13.6K Sell
186
-5
-3% -$344 0.01% 240
2025
Q1 		$12K Hold
191
– – 0.01% 247
2024
Q4 		$10.9K Buy
+191
New +$11.5K 0.01% 261

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
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crowley Wealth Management's NGG Position: Q4 2025 in Review

Crowley Wealth Management sold out of National Grid (NGG) in Q4 2025, closing a stake of 186 shares — an estimated $13.3K sold.

Crowley Wealth Management first reported a position in NGG in Q4 2024 and held it in 4 quarters. The position peaked at $13.6K in Q2 2025. 544 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

  • Crowley Wealth Management reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 186 National Grid shares in Q4 2025, an estimated $13.3K.
  • Crowley Wealth Management first reported a position in National Grid in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's National Grid position peaked at $13.6K in Q2 2025.
  • 544 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.