Grey Fox Wealth Advisors’s National Grid NGG Stock Holding History

Grey Fox 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 Q4	–	Sell	-6	Closed	-$415	–	443
2025 Q3	$415	Buy	+6	New	+$421	﹤0.01%	609
2023 Q2	–	Sell	-218	Closed	-$13.9K	–	375
2023 Q1	$13.9K	Hold	218	–	–	0.01%	281
2022 Q4	$12.4K	Buy	+218	New	+$11.7K	0.01%	272

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Milford Funds Auckland $4.77B AUM

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

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

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

Grey Fox Wealth Advisors's NGG Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of National Grid (NGG) in Q4 2025, closing a stake of 6 shares — an estimated $415 sold.

Grey Fox Wealth Advisors first reported a position in NGG in Q4 2022 and held it in 3 quarters. The position peaked at $13.9K in Q1 2023. 541 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 6 National Grid shares in Q4 2025, an estimated $415.
Grey Fox Wealth Advisors first reported a position in National Grid in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's National Grid position peaked at $13.9K in Q1 2023.
541 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.