Elevated Capital Advisors’s National Grid NGG Stock Holding History

Elevated Capital Advisors’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	$12.2K	Sell	144 -30	-17%	-$2.58K	﹤0.01%	446
2025 Q4	$13.5K	Buy	+174	New	+$13.1K	﹤0.01%	425
2024 Q2	–	Sell	-26,005	Closed	-$1.67M	–	242
2024 Q1	$1.67M	Buy	26,005 +1,156	+5%	+$73.1K	0.48%	65
2023 Q4	$1.59M	Sell	24,849 -1,312	-5%	-$78.3K	0.5%	69
2023 Q3	$1.49M	Sell	26,161 -847	-3%	-$51.2K	0.51%	69
2023 Q2	$1.71M	Sell	27,008 -203	-0.7%	-$13.3K	0.57%	62
2023 Q1	$1.74M	Buy	27,211 +173	+0.6%	+$10.4K	0.62%	53
2022 Q4	$1.54M	Buy	27,038 +2,214	+9%	+$118K	0.59%	62
2022 Q3	$1.19M	Buy	+24,824	New	+$1.49M	0.47%	75
2022 Q1	$1.43M	Buy	+20,669	New	+$1.37M	0.47%	69
2021 Q3	$947K	Buy	+17,949	New	+$1.03M	0.33%	96
2021 Q1	$865K	Buy	15,427 +196	+1%	+$10.2K	0.34%	99
2020 Q4	$795K	Sell	15,231 -1,002	-6%	-$53.1K	0.34%	99
2020 Q3	$900K	Sell	16,233 -477	-3%	-$24K	0.42%	81
2020 Q2	$850K	Buy	+16,710	New	+$847K	0.4%	95
2019 Q4	$311K	Buy	+5,617	New	+$289K	0.35%	81
2019 Q1	$600K	Buy	+12,270	New	+$594K	0.4%	92

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