Key Financial Inc’s National Grid NGG Stock Holding History

Key Financial Inc’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	$3.05K	Sell	36 -14	-28%	-$1.21K	﹤0.01%	1117
2025 Q4	$3.87K	Sell	50 -1	-2%	-$75	﹤0.01%	1085
2025 Q3	$3.64K	Buy	51 +14	+38%	+$982	﹤0.01%	1107
2025 Q2	$2.68K	Sell	37 -1	-3%	-$69	﹤0.01%	1147
2025 Q1	$2.36K	Hold	38	–	–	﹤0.01%	1127
2024 Q4	$2.14K	Hold	38	–	–	﹤0.01%	1143
2024 Q3	$2.51K	Hold	38	–	–	﹤0.01%	1085
2024 Q2	$2.04K	Hold	38	–	–	﹤0.01%	1105
2024 Q1	$2.46K	Hold	38	–	–	﹤0.01%	1072
2023 Q4	$2.45K	Hold	38	–	–	﹤0.01%	1071
2023 Q3	$2.18K	Hold	38	–	–	﹤0.01%	1098
2023 Q2	$2.42K	Hold	38	–	–	﹤0.01%	1139
2023 Q1	$2.45K	Hold	38	–	–	﹤0.01%	928
2022 Q4	$1.85K	Sell	38 -1	-3%	-$53	﹤0.01%	963
2022 Q3	$2K	Hold	39	–	–	﹤0.01%	962
2022 Q2	$2K	Sell	39 -1	-3%	-$66	﹤0.01%	950
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	878
2021 Q4	$3K	Sell	40 -1	-2%	-$59	﹤0.01%	785
2021 Q3	$2K	Buy	+41	New	+$2.35K	﹤0.01%	813
2021 Q1	–	Sell	-6	Closed	–	–	790
2020 Q4	$0	Buy	+6	New	+$318	﹤0.01%	731
2020 Q2	–	Sell	-6	Closed	–	–	435
2020 Q1	$0	Buy	+6	New	+$331	﹤0.01%	709

Other funds holding NGG

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

Bank of America

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Renaissance Technologies

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

Federated Hermes

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

Jones Financial Companies

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return