Fortis Group Advisors’s National Grid NGG Stock Holding History

Fortis Group 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	$1.86K	Hold	22	–	–	﹤0.01%	497
2025 Q4	$1.7K	Hold	22	–	–	﹤0.01%	497
2025 Q3	$1.6K	Hold	22	–	–	﹤0.01%	457
2025 Q2	$1.64K	Sell	22 -1	-4%	-$69	﹤0.01%	454
2025 Q1	$1.44K	Hold	23	–	–	﹤0.01%	426
2024 Q4	$1.31K	Hold	23	–	–	﹤0.01%	440
2024 Q3	$1.53K	Hold	23	–	–	﹤0.01%	424
2024 Q2	$1.25K	Hold	23	–	–	﹤0.01%	436
2024 Q1	$1.5K	Sell	23 -24	-51%	-$1.52K	﹤0.01%	444
2023 Q4	$2.99K	Buy	47 +24	+104%	+$1.43K	﹤0.01%	381
2023 Q3	$1.33K	Buy	+23	New	+$1.39K	﹤0.01%	382
2023 Q2	–	Sell	-16,093	Closed	-$1.09M	–	137
2023 Q1	$1.09M	Buy	+16,093	New	+$964K	0.33%	41
2020 Q3	$1K	Buy	+25	New	+$1.26K	﹤0.01%	429

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