CX Institutional’s National Grid NGG Stock Holding History

CX Institutional’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	-12	Closed	-$1K	–	1569
2025 Q3	$1K	Hold	12	–	–	﹤0.01%	1357
2025 Q2	$1K	Sell	12 -1	-8%	-$69	﹤0.01%	1195
2025 Q1	$1K	Buy	+13	New	+$764	﹤0.01%	1184

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

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CX Institutional's NGG Position: Q4 2025 in Review

CX Institutional sold out of National Grid (NGG) in Q4 2025, closing a stake of 12 shares — an estimated $1K sold.

CX Institutional first reported a position in NGG in Q1 2025 and held it in 3 quarters. The position peaked at $1K in Q3 2025. 545 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

CX Institutional reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
CX Institutional sold 12 National Grid shares in Q4 2025, an estimated $1K.
CX Institutional first reported a position in National Grid in Q1 2025 and held it in 3 quarters.
CX Institutional's National Grid position peaked at $1K in Q3 2025.
545 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.