Kerr Financial Planning’s National Grid NGG Stock Holding History

Kerr Financial Planning’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	-23	Closed	-$1.79K	–	542
2025 Q3	$1.79K	Buy	+23	New	+$1.61K	﹤0.01%	491

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

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

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

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

Milford Funds Auckland $6.14B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kerr Financial Planning's NGG Position: Q4 2025 in Review

Kerr Financial Planning sold out of National Grid (NGG) in Q4 2025, closing a stake of 23 shares — an estimated $1.79K sold.

Kerr Financial Planning first reported a position in NGG in Q3 2025 and held it in 1 quarter. The position peaked at $1.79K in Q3 2025. 545 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

Kerr Financial Planning reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
Kerr Financial Planning sold 23 National Grid shares in Q4 2025, an estimated $1.79K.
Kerr Financial Planning first reported a position in National Grid in Q3 2025 and held it in 1 quarter.
Kerr Financial Planning's National Grid position peaked at $1.79K in Q3 2025.
545 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.