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 $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
SI
Standard Investments New York $1.7B AUM 4.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MF
Milford Funds Auckland $4.77B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return