GWN Securities’s National Grid NGG Stock Holding History

GWN Securities’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	-3,485	Closed	-$223K	–	601
2025 Q1	$223K	Buy	+3,485	New	+$205K	0.01%	652

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

GWN Securities's NGG Position: Q2 2025 in Review

GWN Securities sold out of National Grid (NGG) in Q2 2025, closing a stake of 3,485 shares — an estimated $223K sold.

GWN Securities first reported a position in NGG in Q1 2025 and held it in 1 quarter. The position peaked at $223K in Q1 2025. 501 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

GWN Securities reported no remaining National Grid position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 3,485 National Grid shares in Q2 2025, an estimated $223K.
GWN Securities first reported a position in National Grid in Q1 2025 and held it in 1 quarter.
GWN Securities's National Grid position peaked at $223K in Q1 2025.
501 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.