Groesbeck Investment Management’s National Grid NGG Stock Holding History

Groesbeck Investment 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 Q2	–	Sell	-6,196	Closed	-$389K	–	77
2025 Q1	$389K	Hold	6,196	–	–	0.54%	60
2024 Q4	$353K	Buy	+6,196	New	+$373K	0.46%	65
2024 Q2	–	Sell	-6,298	Closed	-$405K	–	87
2024 Q1	$405K	Buy	+6,298	New	+$398K	0.43%	70
2022 Q2	–	Sell	-6,598	Closed	-$456K	–	100
2022 Q1	$456K	Buy	+6,598	New	+$437K	0.51%	69
2021 Q4	–	Sell	-6,711	Closed	-$354K	–	102
2021 Q3	$354K	Buy	+6,711	New	+$385K	0.41%	88
2018 Q4	–	Sell	-61,249	Closed	-$2.81M	–	97
2018 Q3	$2.81M	Hold	61,249	–	–	1.91%	19
2018 Q2	$3.02M	Hold	61,249	–	–	2.12%	17
2018 Q1	$3.06M	Sell	61,249 -11,308	-16%	-$552K	2.22%	18
2017 Q4	$3.77M	Hold	72,557	–	–	2.65%	15
2017 Q3	$4.02M	Hold	72,557	–	–	2.89%	9
2017 Q2	$4.03M	Buy	+72,557	New	+$4.43M	2.98%	9
2016 Q4	–	Sell	-6,712	Closed	-$460K	–	97
2016 Q3	$460K	Buy	+6,712	New	+$464K	0.34%	72

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

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

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

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

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

Groesbeck Investment Management's NGG Position: Q2 2025 in Review

Groesbeck Investment Management sold out of National Grid (NGG) in Q2 2025, closing a stake of 6,196 shares — an estimated $389K sold.

Groesbeck Investment Management first reported a position in NGG in Q3 2016 and held it in 12 quarters. The position peaked at $4.03M in Q2 2017. 502 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

Groesbeck Investment Management reported no remaining National Grid position as of Q2 2025 after selling out during the quarter.
Groesbeck Investment Management sold 6,196 National Grid shares in Q2 2025, an estimated $389K.
Groesbeck Investment Management first reported a position in National Grid in Q3 2016 and held it in 12 quarters.
Groesbeck Investment Management's National Grid position peaked at $4.03M in Q2 2017.
502 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on Groesbeck Investment Management's 13F filing for Q2 2025, filed 23 Oct 2025.