High Note Wealth’s National Grid NGG Stock Holding History

High Note Wealth’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	-3	Closed	-$223	–	951
2025 Q2	$223	Hold	3	–	–	﹤0.01%	808
2025 Q1	$197	Hold	3	–	–	﹤0.01%	804
2024 Q4	$178	Buy	+3	New	+$181	﹤0.01%	824

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

High Note Wealth's NGG Position: Q3 2025 in Review

High Note Wealth sold out of National Grid (NGG) in Q3 2025, closing a stake of 3 shares — an estimated $223 sold.

High Note Wealth first reported a position in NGG in Q4 2024 and held it in 3 quarters. The position peaked at $223 in Q2 2025. 509 funds tracked by Wall St. Rank hold NGG as of Q3 2025.

High Note Wealth reported no remaining National Grid position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 3 National Grid shares in Q3 2025, an estimated $223.
High Note Wealth first reported a position in National Grid in Q4 2024 and held it in 3 quarters.
High Note Wealth's National Grid position peaked at $223 in Q2 2025.
509 funds tracked by Wall St. Rank held National Grid as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.