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Halbert Hargrove Global Advisors’s National Grid NGG Stock Holding History

Halbert Hargrove Global 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
Q2 		– Sell
-99
Closed -$6.26K – 530
2025
Q1 		$6.26K Buy
+99
New +$5.82K ﹤0.01% 287

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 $1.83B AUM 4.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Halbert Hargrove Global Advisors's NGG Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of National Grid (NGG) in Q2 2025, closing a stake of 99 shares — an estimated $6.26K sold.

Halbert Hargrove Global Advisors first reported a position in NGG in Q1 2025 and held it in 1 quarter. The position peaked at $6.26K in Q1 2025. 501 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining National Grid position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 99 National Grid shares in Q2 2025, an estimated $6.26K.
  • Halbert Hargrove Global Advisors first reported a position in National Grid in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's National Grid position peaked at $6.26K in Q1 2025.
  • 501 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.