Independence Bank of Kentucky’s National Grid NGG Stock Holding History

Independence Bank of Kentucky’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
2026 Q1	–	Sell	-23	Closed	-$1.78K	–	688
2025 Q4	$1.78K	Buy	+23	New	+$1.73K	﹤0.01%	657
2020 Q4	–	Sell	-154	Closed	-$8K	–	380
2020 Q3	$8K	Buy	+154	New	+$7.74K	﹤0.01%	314

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independence Bank of Kentucky's NGG Position: Q1 2026 in Review

Independence Bank of Kentucky sold out of National Grid (NGG) in Q1 2026, closing a stake of 23 shares — an estimated $1.78K sold.

Independence Bank of Kentucky first reported a position in NGG in Q3 2020 and held it in 2 quarters. The position peaked at $8K in Q3 2020. 587 funds tracked by Wall St. Rank hold NGG as of Q1 2026.

Independence Bank of Kentucky reported no remaining National Grid position as of Q1 2026 after selling out during the quarter.
Independence Bank of Kentucky sold 23 National Grid shares in Q1 2026, an estimated $1.78K.
Independence Bank of Kentucky first reported a position in National Grid in Q3 2020 and held it in 2 quarters.
Independence Bank of Kentucky's National Grid position peaked at $8K in Q3 2020.
587 funds tracked by Wall St. Rank held National Grid as of Q1 2026.

Based on Independence Bank of Kentucky's 13F filing for Q1 2026, filed 30 Apr 2026.