D.J. St. Germain’s National Grid NGG Stock Holding History

D.J. St. Germain’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	$19.2K	Buy	227 +183	+416%	+$15.8K	﹤0.01%	571
2025 Q4	$3.4K	Sell	44 -1	-2%	-$75	﹤0.01%	766
2025 Q3	$3.2K	Hold	45	–	–	﹤0.01%	766
2025 Q2	$3.27K	Sell	45 -1	-2%	-$69	﹤0.01%	765
2025 Q1	$2.89K	Hold	46	–	–	﹤0.01%	699
2024 Q4	$2.61K	Sell	46 -1	-2%	-$60	﹤0.01%	713
2024 Q3	$3.06K	Hold	47	–	–	﹤0.01%	642
2024 Q2	$2.5K	Hold	47	–	–	﹤0.01%	671
2024 Q1	$3K	Hold	47	–	–	﹤0.01%	649
2023 Q4	$2.99K	Hold	47	–	–	﹤0.01%	653
2023 Q3	$2.67K	Hold	47	–	–	﹤0.01%	634
2023 Q2	$2.96K	Buy	+47	New	+$3.08K	﹤0.01%	627

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 $871B 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 $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return