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Financial Advocates Investment Management’s National Grid NGG Stock Holding History

Financial Advocates Investment Management’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
Q2 		– Sell
-5,276
Closed -$332K – 722
2025
Q1 		$332K Buy
5,276
+555
+12% +$32.6K 0.02% 535
2024
Q4 		$269K Sell
4,721
-673
-12% -$40.5K 0.02% 628
2024
Q3 		$354K Buy
5,394
+85
+2% +$5.21K 0.02% 556
2024
Q2 		$284K Sell
5,309
-335
-6% -$20.2K 0.02% 587
2024
Q1 		$363K Buy
5,644
+478
+9% +$30.2K 0.02% 531
2023
Q4 		$331K Buy
5,166
+1,153
+29% +$68.8K 0.02% 523
2023
Q3 		$229K Sell
4,013
-307
-7% -$18.6K 0.02% 610
2023
Q2 		$274K Buy
4,320
+1,150
+36% +$75.4K 0.02% 546
2023
Q1 		$203K Buy
+3,170
New +$190K 0.01% 684

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Financial Advocates Investment Management's NGG Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of National Grid (NGG) in Q2 2025, closing a stake of 5,276 shares — an estimated $332K sold.

Financial Advocates Investment Management first reported a position in NGG in Q1 2023 and held it in 9 quarters. The position peaked at $363K in Q1 2024. 502 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining National Grid position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,276 National Grid shares in Q2 2025, an estimated $332K.
  • Financial Advocates Investment Management first reported a position in National Grid in Q1 2023 and held it in 9 quarters.
  • Financial Advocates Investment Management's National Grid position peaked at $363K in Q1 2024.
  • 502 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.