KIM
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Kestra Investment Management’s National Grid NGG Stock Holding History

Kestra Investment Management’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
Q1 		– Sell
-98
Closed -$5.61K – 1246
2024
Q4 		$5.61K Buy
+98
New +$5.9K ﹤0.01% 895

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kestra Investment Management's NGG Position: Q1 2025 in Review

Kestra Investment Management sold out of National Grid (NGG) in Q1 2025, closing a stake of 98 shares — an estimated $5.61K sold.

Kestra Investment Management first reported a position in NGG in Q4 2024 and held it in 1 quarter. The position peaked at $5.61K in Q4 2024. 467 funds tracked by Wall St. Rank hold NGG as of Q1 2025.

  • Kestra Investment Management reported no remaining National Grid position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 98 National Grid shares in Q1 2025, an estimated $5.61K.
  • Kestra Investment Management first reported a position in National Grid in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's National Grid position peaked at $5.61K in Q4 2024.
  • 467 funds tracked by Wall St. Rank held National Grid as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.