Insigneo Advisory Services’s National Grid NGG Stock Holding History

Insigneo Advisory Services’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 Q4	–	Sell	-3,758	Closed	-$247K	–	670
2024 Q3	$247K	Sell	3,758 -735	-16%	-$45K	0.02%	496
2024 Q2	$263K	Sell	4,493 -433	-9%	-$26.1K	0.03%	437
2024 Q1	$317K	Sell	4,926 -1,365	-22%	-$86.3K	0.04%	367
2023 Q4	$410K	Buy	6,291 +1,433	+29%	+$85.5K	0.06%	271
2023 Q3	$278K	Buy	4,858 +534	+12%	+$32.3K	0.06%	302
2023 Q2	$284K	Buy	+4,324	New	+$284K	0.05%	292

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

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

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

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

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

Standard Investments New York $1.93B AUM 6.23% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Insigneo Advisory Services's NGG Position: Q4 2024 in Review

Insigneo Advisory Services sold out of National Grid (NGG) in Q4 2024, closing a stake of 3,758 shares — an estimated $247K sold.

Insigneo Advisory Services first reported a position in NGG in Q2 2023 and held it in 6 quarters. The position peaked at $410K in Q4 2023. 450 funds tracked by Wall St. Rank hold NGG as of Q4 2024.

Insigneo Advisory Services reported no remaining National Grid position as of Q4 2024 after selling out during the quarter.
Insigneo Advisory Services sold 3,758 National Grid shares in Q4 2024, an estimated $247K.
Insigneo Advisory Services first reported a position in National Grid in Q2 2023 and held it in 6 quarters.
Insigneo Advisory Services's National Grid position peaked at $410K in Q4 2023.
450 funds tracked by Wall St. Rank held National Grid as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.