Darden Wealth Group’s National Grid NGG Stock Holding History

Darden Wealth Group’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
2024 Q1	–	Sell	-6,724	Closed	-$438K	–	114
2023 Q4	$438K	Buy	+6,724	New	+$401K	0.42%	60

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Darden Wealth Group's NGG Position: Q1 2024 in Review

Darden Wealth Group sold out of National Grid (NGG) in Q1 2024, closing a stake of 6,724 shares — an estimated $438K sold.

Darden Wealth Group first reported a position in NGG in Q4 2023 and held it in 1 quarter. The position peaked at $438K in Q4 2023. 451 funds tracked by Wall St. Rank hold NGG as of Q1 2024.

Darden Wealth Group reported no remaining National Grid position as of Q1 2024 after selling out during the quarter.
Darden Wealth Group sold 6,724 National Grid shares in Q1 2024, an estimated $438K.
Darden Wealth Group first reported a position in National Grid in Q4 2023 and held it in 1 quarter.
Darden Wealth Group's National Grid position peaked at $438K in Q4 2023.
451 funds tracked by Wall St. Rank held National Grid as of Q1 2024.

Based on Darden Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.