FullCircle Wealth’s National Grid NGG Stock Holding History

FullCircle Wealth’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 Q3	$214K	Hold	2,886	–	–	0.08%	254
2025 Q2	$207K	Sell	2,886 -62	-2%	-$4.26K	0.08%	250
2025 Q1	$206K	Sell	2,948 -485	-14%	-$28.5K	0.08%	228
2024 Q4	$201K	Buy	3,433 +195	+6%	+$11.7K	0.08%	207
2024 Q3	$201K	Sell	3,238 -331	-9%	-$20.3K	0.09%	174
2024 Q2	$211K	Buy	+3,569	New	+$215K	0.1%	154

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

FullCircle Wealth's NGG Position: Q3 2025 in Review

FullCircle Wealth held its National Grid (NGG) position steady in Q3 2025 at 2,886 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #254.

FullCircle Wealth first reported a position in NGG in Q2 2024 and has held it in 6 quarters since. 507 funds tracked by Wall St. Rank hold NGG as of Q3 2025.

FullCircle Wealth held 2,886 shares of National Grid worth $214K as of Q3 2025.
FullCircle Wealth left its National Grid share count unchanged in Q3 2025.
National Grid made up 0.08% of FullCircle Wealth's portfolio in Q3 2025, its #254 holding.
FullCircle Wealth first reported a position in National Grid in Q2 2024 and has held it in 6 quarters since.
507 funds tracked by Wall St. Rank held National Grid as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.