HWA
NGG icon

HHM Wealth Advisors’s National Grid NGG Stock Holding History

HHM 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
2024
Q2 		– Sell
-152
Closed -$9.76K – 838
2024
Q1 		$9.76K Hold
152
– – ﹤0.01% 526
2023
Q4 		$9.72K Hold
152
– – ﹤0.01% 519
2023
Q3 		$8.67K Hold
152
– – ﹤0.01% 530
2023
Q2 		$9.63K Sell
152
-17
-10% -$1.11K ﹤0.01% 539
2023
Q1 		$10.8K Hold
169
– – ﹤0.01% 512
2022
Q4 		$9.59K Buy
169
+24
+17% +$1.28K ﹤0.01% 456
2022
Q3 		$7K Hold
145
– – ﹤0.01% 490
2022
Q2 		$8K Buy
+145
New +$9.59K ﹤0.01% 576

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CC
Covalis Capital London, United Kingdom $1.62B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return