GIA
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Gladstone Institutional Advisory’s National Grid NGG Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-7,833
Closed -$561K – 831
2025
Q3 		$561K Buy
+7,833
New +$549K 0.02% 487

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gladstone Institutional Advisory's NGG Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of National Grid (NGG) in Q4 2025, closing a stake of 7,833 shares — an estimated $561K sold.

Gladstone Institutional Advisory first reported a position in NGG in Q3 2025 and held it in 1 quarter. The position peaked at $561K in Q3 2025. 545 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 7,833 National Grid shares in Q4 2025, an estimated $561K.
  • Gladstone Institutional Advisory first reported a position in National Grid in Q3 2025 and held it in 1 quarter.
  • Gladstone Institutional Advisory's National Grid position peaked at $561K in Q3 2025.
  • 545 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.