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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 $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HHM Wealth Advisors's NGG Position: Q2 2024 in Review

HHM Wealth Advisors sold out of National Grid (NGG) in Q2 2024, closing a stake of 152 shares — an estimated $9.76K sold.

HHM Wealth Advisors first reported a position in NGG in Q2 2022 and held it in 8 quarters. The position peaked at $10.8K in Q1 2023. 420 funds tracked by Wall St. Rank hold NGG as of Q2 2024.

  • HHM Wealth Advisors reported no remaining National Grid position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 152 National Grid shares in Q2 2024, an estimated $9.76K.
  • HHM Wealth Advisors first reported a position in National Grid in Q2 2022 and held it in 8 quarters.
  • HHM Wealth Advisors's National Grid position peaked at $10.8K in Q1 2023.
  • 420 funds tracked by Wall St. Rank held National Grid as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.