GWM
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Gitterman Wealth Management’s National Grid NGG Stock Holding History

Gitterman Wealth Management’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 		$329K Buy
4,587
+1,029
+29% +$72.2K 0.08% 77
2025
Q2 		$261K Sell
3,558
-294
-8% -$20.2K 0.06% 97
2025
Q1 		$242K Sell
3,852
-72
-2% -$4.23K 0.06% 94
2024
Q4 		$223K Buy
3,924
+526
+15% +$31.6K 0.09% 101
2024
Q3 		$223K Sell
3,398
-700
-17% -$42.9K 0.09% 106
2024
Q2 		$219K Buy
+4,098
New +$247K 0.08% 92

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Gitterman Wealth Management's NGG Position: Q3 2025 in Review

Gitterman Wealth Management increased its National Grid (NGG) stake by 29% in Q3 2025, buying an estimated $72.2K and bringing the position to 4,587 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #77.

Gitterman Wealth Management 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.

  • Gitterman Wealth Management held 4,587 shares of National Grid worth $329K as of Q3 2025.
  • Gitterman Wealth Management bought 1,029 National Grid shares in Q3 2025, an estimated $72.2K.
  • National Grid made up 0.08% of Gitterman Wealth Management's portfolio in Q3 2025, its #77 holding.
  • Gitterman Wealth Management 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 Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.