GPS Wealth Strategies Group’s National Grid NGG Stock Holding History

GPS Wealth Strategies Group’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	-19	Closed	-$1.38K	–	1220
2025 Q3	$1.38K	Hold	19	–	–	﹤0.01%	1448
2025 Q2	$1.41K	Buy	19 +14	+280%	+$962	﹤0.01%	1396
2025 Q1	$328	Buy	+5	New	+$294	﹤0.01%	1418
2024 Q4	–	Sell	-27	Closed	-$1.74K	–	1425
2024 Q3	$1.74K	Buy	+27	New	+$1.66K	﹤0.01%	1250
2024 Q2	–	Sell	-264	Closed	-$17K	–	1389
2024 Q1	$17K	Hold	264	–	–	﹤0.01%	756
2023 Q4	$16.9K	Hold	264	–	–	﹤0.01%	729
2023 Q3	$15.1K	Sell	264 -626	-70%	-$37.8K	﹤0.01%	751
2023 Q2	$56.5K	Hold	890	–	–	0.01%	472
2023 Q1	$57K	Buy	+890	New	+$53.3K	0.01%	454
2022 Q4	–	Sell	-927	Closed	-$44K	–	743
2022 Q3	$44K	Hold	927	–	–	0.01%	453
2022 Q2	$56K	Sell	927 -99	-10%	-$6.55K	0.01%	425
2022 Q1	$71K	Buy	1,026 +49	+5%	+$3.25K	0.02%	366
2021 Q4	$64K	Buy	977 +570	+140%	+$33.5K	0.01%	366
2021 Q3	$21K	Hold	407	–	–	0.01%	555
2021 Q2	$23K	Sell	407 -127	-24%	-$7.22K	0.01%	555
2021 Q1	$27K	Buy	+534	New	+$27.9K	0.01%	492

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

GPS Wealth Strategies Group's NGG Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of National Grid (NGG) in Q4 2025, closing a stake of 19 shares — an estimated $1.38K sold.

GPS Wealth Strategies Group first reported a position in NGG in Q1 2021 and held it in 16 quarters. The position peaked at $71K in Q1 2022. 545 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

GPS Wealth Strategies Group reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 19 National Grid shares in Q4 2025, an estimated $1.38K.
GPS Wealth Strategies Group first reported a position in National Grid in Q1 2021 and held it in 16 quarters.
GPS Wealth Strategies Group's National Grid position peaked at $71K in Q1 2022.
545 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.