IWA
NGG icon

Icon Wealth Advisors’s National Grid NGG Stock Holding History

Icon 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
2025
Q4 		– Sell
-2,054
Closed -$147K – 481
2025
Q3 		$147K Hold
2,054
– – 0.01% 422
2025
Q2 		$151K Sell
2,054
-118
-5% -$8.11K 0.01% 420
2025
Q1 		$136K Buy
+2,172
New +$128K 0.01% 421
2024
Q4 		– Sell
-2,337
Closed -$153K – 521
2024
Q3 		$153K Sell
2,337
-37
-2% -$2.27K 0.01% 404
2024
Q2 		$144K Sell
2,374
-979
-29% -$59K 0.01% 380
2024
Q1 		$216K Sell
3,353
-85
-2% -$5.38K 0.02% 325
2023
Q4 		$220K Buy
+3,438
New +$205K 0.02% 311
2022
Q4 		– Sell
-3,196
Closed -$153K – 388
2022
Q3 		$153K Buy
+3,196
New +$192K 0.02% 332

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Icon Wealth Advisors's NGG Position: Q4 2025 in Review

Icon Wealth Advisors sold out of National Grid (NGG) in Q4 2025, closing a stake of 2,054 shares — an estimated $147K sold.

Icon Wealth Advisors first reported a position in NGG in Q3 2022 and held it in 8 quarters. The position peaked at $220K in Q4 2023. 545 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

  • Icon Wealth Advisors reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,054 National Grid shares in Q4 2025, an estimated $147K.
  • Icon Wealth Advisors first reported a position in National Grid in Q3 2022 and held it in 8 quarters.
  • Icon Wealth Advisors's National Grid position peaked at $220K in Q4 2023.
  • 545 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.