Golden State Wealth Management’s National Grid NGG Stock Holding History

Golden State 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 Q4	–	Sell	-30	Closed	-$2.18K	–	1737
2025 Q3	$2.18K	Hold	30	–	–	﹤0.01%	1377
2025 Q2	$2.23K	Buy	+30	New	+$2.06K	﹤0.01%	1344
2019 Q4	–	Sell	-49	Closed	-$2K	–	624
2019 Q3	$2K	Hold	49	–	–	﹤0.01%	978
2019 Q2	$2K	Sell	49 -71	-59%	-$3.33K	﹤0.01%	992
2019 Q1	$6K	Buy	+120	New	+$5.81K	﹤0.01%	870

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

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

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

Milford Funds Auckland $6.14B AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Golden State Wealth Management's NGG Position: Q4 2025 in Review

Golden State Wealth Management sold out of National Grid (NGG) in Q4 2025, closing a stake of 30 shares — an estimated $2.18K sold.

Golden State Wealth Management first reported a position in NGG in Q1 2019 and held it in 5 quarters. The position peaked at $6K in Q1 2019. 545 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

Golden State Wealth Management reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 30 National Grid shares in Q4 2025, an estimated $2.18K.
Golden State Wealth Management first reported a position in National Grid in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's National Grid position peaked at $6K in Q1 2019.
545 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.