Equitable Holdings’s National Grid NGG Stock Holding History

Equitable Holdings’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	$225K	Buy	+2,660	New	+$229K	﹤0.01%	1563
2025 Q4	–	Sell	-4,214	Closed	-$302K	–	1634
2025 Q3	$302K	Sell	4,214 -1,010	-19%	-$70.8K	﹤0.01%	1257
2025 Q2	$383K	Buy	5,224 +507	+11%	+$34.8K	﹤0.01%	1100
2025 Q1	$296K	Sell	4,717 -62	-1%	-$3.64K	﹤0.01%	1101
2024 Q4	$272K	Buy	4,779 +82	+2%	+$4.93K	﹤0.01%	1082
2024 Q3	$308K	Buy	4,697 +303	+7%	+$18.6K	﹤0.01%	1027
2024 Q2	$235K	Buy	4,394 +792	+22%	+$47.7K	﹤0.01%	1085
2024 Q1	$232K	Sell	3,602 -36	-1%	-$2.28K	﹤0.01%	1041
2023 Q4	$233K	Buy	+3,638	New	+$217K	﹤0.01%	1018

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