Intrua Financial’s National Grid NGG Stock Holding History

Intrua Financial’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 Q2	–	Sell	-3,421	Closed	-$220K	–	420
2024 Q1	$220K	Buy	3,421 +15	+0.4%	+$949	0.03%	379
2023 Q4	$218K	Buy	+3,406	New	+$203K	0.03%	373

Other funds holding NGG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Intrua Financial's NGG Position: Q2 2024 in Review

Intrua Financial sold out of National Grid (NGG) in Q2 2024, closing a stake of 3,421 shares — an estimated $220K sold.

Intrua Financial first reported a position in NGG in Q4 2023 and held it in 2 quarters. The position peaked at $220K in Q1 2024. 420 funds tracked by Wall St. Rank hold NGG as of Q2 2024.

Intrua Financial reported no remaining National Grid position as of Q2 2024 after selling out during the quarter.
Intrua Financial sold 3,421 National Grid shares in Q2 2024, an estimated $220K.
Intrua Financial first reported a position in National Grid in Q4 2023 and held it in 2 quarters.
Intrua Financial's National Grid position peaked at $220K in Q1 2024.
420 funds tracked by Wall St. Rank held National Grid as of Q2 2024.

Based on Intrua Financial's 13F filing for Q2 2024, filed 28 May 2025.