Founders Capital Management (Texas)’s National Grid NGG Stock Holding History

Founders Capital Management (Texas)’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
2023 Q4	–	Sell	-645	Closed	-$36.9K	–	394
2023 Q3	$36.9K	Hold	645	–	–	0.03%	160
2023 Q2	$40.9K	Hold	645	–	–	0.03%	158
2023 Q1	$41K	Hold	645	–	–	0.03%	153
2022 Q4	$37K	Sell	645 -11	-2%	-$588	0.03%	153
2022 Q3	$31K	Hold	656	–	–	0.03%	162
2022 Q2	$39K	Sell	656 -20	-3%	-$1.32K	0.03%	145
2022 Q1	$44K	Hold	676	–	–	0.03%	130
2021 Q4	$44K	Sell	676 -12	-2%	-$704	0.03%	130
2021 Q3	$36K	Hold	688	–	–	0.02%	150
2021 Q2	$39K	Hold	688	–	–	0.03%	139
2021 Q1	$36K	Hold	688	–	–	0.03%	133
2020 Q4	$36K	Buy	+688	New	+$36.5K	0.03%	130
2020 Q1	$35K	Hold	688	–	–	0.04%	116
2019 Q4	$38K	Buy	688 +170	+33%	+$8.74K	0.03%	130
2019 Q3	$25K	Hold	518	–	–	0.02%	163
2019 Q2	$24K	Hold	518	–	–	0.02%	170
2019 Q1	$26K	Hold	518	–	–	0.02%	162
2018 Q4	$22K	Hold	518	–	–	0.02%	163
2018 Q3	$24K	Hold	518	–	–	0.02%	163
2018 Q2	$26K	Hold	518	–	–	0.02%	160
2018 Q1	$26K	Hold	518	–	–	0.02%	188
2017 Q4	$27K	Hold	518	–	–	0.02%	186
2017 Q3	$29K	Hold	518	–	–	0.02%	171
2017 Q2	$29K	Hold	518	–	–	0.03%	170
2017 Q1	$32K	Buy	+518	New	+$29.9K	0.03%	165

Other funds holding NGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Founders Capital Management (Texas)'s NGG Position: Q4 2023 in Review

Founders Capital Management (Texas) sold out of National Grid (NGG) in Q4 2023, closing a stake of 645 shares — an estimated $36.9K sold.

Founders Capital Management (Texas) first reported a position in NGG in Q1 2017 and held it in 25 quarters. The position peaked at $44K in Q1 2022. 428 funds tracked by Wall St. Rank hold NGG as of Q4 2023.

Founders Capital Management (Texas) reported no remaining National Grid position as of Q4 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 645 National Grid shares in Q4 2023, an estimated $36.9K.
Founders Capital Management (Texas) first reported a position in National Grid in Q1 2017 and held it in 25 quarters.
Founders Capital Management (Texas)'s National Grid position peaked at $44K in Q1 2022.
428 funds tracked by Wall St. Rank held National Grid as of Q4 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2023, filed 8 Jan 2024.