FSC Wealth Advisors’s National Grid NGG Stock Holding History

FSC Wealth 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
2025 Q2	–	Sell	-407	Closed	-$25.6K	–	185
2025 Q1	$25.6K	Buy	407 +7	+2%	+$411	0.02%	150
2024 Q4	$22.8K	Sell	400 -20	-5%	-$1.2K	0.01%	154
2024 Q3	$27.6K	Buy	420 +18	+4%	+$1.1K	0.02%	140
2024 Q2	$21.5K	Hold	402	–	–	0.02%	144
2024 Q1	$25.9K	Sell	402 -1	-0.2%	-$63	0.02%	140
2023 Q4	$25.8K	Hold	403	–	–	0.02%	140
2023 Q3	$23K	Buy	+403	New	+$24.4K	0.02%	121

Other funds holding NGG

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

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

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

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

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

FSC Wealth Advisors's NGG Position: Q2 2025 in Review

FSC Wealth Advisors sold out of National Grid (NGG) in Q2 2025, closing a stake of 407 shares — an estimated $25.6K sold.

FSC Wealth Advisors first reported a position in NGG in Q3 2023 and held it in 7 quarters. The position peaked at $27.6K in Q3 2024. 502 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

FSC Wealth Advisors reported no remaining National Grid position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 407 National Grid shares in Q2 2025, an estimated $25.6K.
FSC Wealth Advisors first reported a position in National Grid in Q3 2023 and held it in 7 quarters.
FSC Wealth Advisors's National Grid position peaked at $27.6K in Q3 2024.
502 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.