Good Steward Wealth Advisors’s National Grid NGG Stock Holding History

Good Steward Wealth 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 Q3	–	Sell	-3,137	Closed	-$230K	–	90
2025 Q2	$230K	Sell	3,137 -3,621	-54%	-$249K	0.18%	86
2025 Q1	$425K	Buy	+6,758	New	+$397K	0.39%	67

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Good Steward Wealth Advisors's NGG Position: Q3 2025 in Review

Good Steward Wealth Advisors sold out of National Grid (NGG) in Q3 2025, closing a stake of 3,137 shares — an estimated $230K sold.

Good Steward Wealth Advisors first reported a position in NGG in Q1 2025 and held it in 2 quarters. The position peaked at $425K in Q1 2025. 509 funds tracked by Wall St. Rank hold NGG as of Q3 2025.

Good Steward Wealth Advisors reported no remaining National Grid position as of Q3 2025 after selling out during the quarter.
Good Steward Wealth Advisors sold 3,137 National Grid shares in Q3 2025, an estimated $230K.
Good Steward Wealth Advisors first reported a position in National Grid in Q1 2025 and held it in 2 quarters.
Good Steward Wealth Advisors's National Grid position peaked at $425K in Q1 2025.
509 funds tracked by Wall St. Rank held National Grid as of Q3 2025.

Based on Good Steward Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.