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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s National Grid NGG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-230
Closed -$16.5K – 583
2025
Q3 		$16.5K Buy
+230
New +$16.1K 0.01% 367

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 $61.5B AUM 30.7% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NGG Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of National Grid (NGG) in Q4 2025, closing a stake of 230 shares — an estimated $16.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NGG in Q3 2025 and held it in 1 quarter. The position peaked at $16.5K in Q3 2025. 542 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 230 National Grid shares in Q4 2025, an estimated $16.5K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in National Grid in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s National Grid position peaked at $16.5K in Q3 2025.
  • 542 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.