GWM
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GSB Wealth Management’s National Grid NGG Stock Holding History

GSB 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
Q3 		– Sell
-4,068
Closed -$298K – 246
2025
Q2 		$298K Sell
4,068
-118
-3% -$8.11K 0.07% 182
2025
Q1 		$263K Sell
4,186
-1,175
-22% -$69.1K 0.07% 181
2024
Q4 		$305K Sell
5,361
-88
-2% -$5.29K 0.08% 174
2024
Q3 		$358K Sell
5,449
-531
-9% -$32.5K 0.09% 164
2024
Q2 		$320K Hold
5,980
– – 0.09% 174
2024
Q1 		$384K Sell
5,980
-136
-2% -$8.6K 0.11% 156
2023
Q4 		$392K Sell
6,116
-238
-4% -$14.2K 0.12% 149
2023
Q3 		$363K Hold
6,354
– – 0.12% 146
2023
Q2 		$403K Sell
6,354
-56
-0.9% -$3.67K 0.13% 145
2023
Q1 		$411K Sell
6,410
-5,438
-46% -$326K 0.13% 151
2022
Q4 		$673K Sell
11,848
-346
-3% -$18.5K 0.24% 123
2022
Q3 		$582K Sell
12,194
-259
-2% -$15.6K 0.21% 135
2022
Q2 		$747K Sell
12,453
-2,988
-19% -$198K 0.25% 125
2022
Q1 		$1.07M Sell
15,441
-72
-0.5% -$4.77K 0.31% 108
2021
Q4 		$1.01M Sell
15,513
-267
-2% -$15.7K 0.29% 110
2021
Q3 		$832K Sell
15,780
-339
-2% -$19.4K 0.43% 69
2021
Q2 		$911K Buy
16,119
+5,942
+58% +$338K 0.28% 116
2021
Q1 		$533K Buy
+10,177
New +$531K 0.18% 138

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return