CVA Family Office’s National Grid NGG Stock Holding History

CVA Family Office’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	$2.88K	Hold	34	–	–	﹤0.01%	1421
2025 Q4	$2.63K	Hold	34	–	–	﹤0.01%	952
2025 Q3	$2.47K	Hold	34	–	–	﹤0.01%	974
2025 Q2	$2.53K	Sell	34 -1	-3%	-$69	﹤0.01%	962
2025 Q1	$2.23K	Hold	35	–	–	﹤0.01%	992
2024 Q4	$2.02K	Sell	35 -13	-27%	-$782	﹤0.01%	990
2024 Q3	$3.13K	Buy	+48	New	+$2.94K	﹤0.01%	917
2024 Q2	–	Sell	-104	Closed	-$6.69K	–	1294
2024 Q1	$6.69K	Hold	104	–	–	﹤0.01%	808
2023 Q4	$6.66K	Buy	+104	New	+$6.21K	﹤0.01%	780
2023 Q3	–	Sell	-16	Closed	-$1.01K	–	694
2023 Q2	$1.01K	Buy	+16	New	+$1.05K	﹤0.01%	945

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