Glass Jacobson Investment Advisors’s National Grid NGG Stock Holding History

Glass Jacobson Investment 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	-213	Closed	-$12.1K	–	740
2025 Q1	$12.1K	Hold	213	–	–	﹤0.01%	579
2024 Q4	$12.1K	Buy	213 +17	+9%	+$1.02K	﹤0.01%	579
2024 Q3	$12.9K	Hold	196	–	–	﹤0.01%	540
2024 Q2	$10.5K	Hold	196	–	–	﹤0.01%	543
2024 Q1	$12.6K	Hold	196	–	–	﹤0.01%	531
2023 Q4	$12.6K	Sell	196 -12	-6%	-$716	0.01%	503
2023 Q3	$11.9K	Hold	208	–	–	0.01%	485
2023 Q2	$13.2K	Buy	+208	New	+$13.6K	0.01%	476
2022 Q4	$11.8K	Buy	+208	New	+$11.1K	0.01%	497

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

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

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

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

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

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

Glass Jacobson Investment Advisors's NGG Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of National Grid (NGG) in Q2 2025, closing a stake of 213 shares — an estimated $12.1K sold.

Glass Jacobson Investment Advisors first reported a position in NGG in Q4 2022 and held it in 9 quarters. The position peaked at $13.2K in Q2 2023. 502 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining National Grid position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 213 National Grid shares in Q2 2025, an estimated $12.1K.
Glass Jacobson Investment Advisors first reported a position in National Grid in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's National Grid position peaked at $13.2K in Q2 2023.
502 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.