Kings Point Capital Management’s National Grid NGG Stock Holding History

Kings Point Capital 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
2022 Q1	$35K	Hold	509	–	–	﹤0.01%	396
2021 Q4	$33K	Sell	509 -9	-2%	-$528	﹤0.01%	456
2021 Q3	$27K	Hold	518	–	–	﹤0.01%	445
2021 Q2	$29K	Hold	518	–	–	﹤0.01%	416
2021 Q1	$27K	Hold	518	–	–	﹤0.01%	415
2020 Q4	$27K	Hold	518	–	–	﹤0.01%	388
2020 Q3	$26K	Hold	518	–	–	﹤0.01%	379
2020 Q2	$28K	Hold	518	–	–	﹤0.01%	336
2020 Q1	$27K	Hold	518	–	–	﹤0.01%	347
2019 Q4	$29K	Sell	518 -631	-55%	-$32.4K	﹤0.01%	374
2019 Q3	$55K	Buy	1,149 +631	+122%	+$29.2K	0.01%	287
2019 Q2	$24K	Buy	+518	New	+$24.3K	﹤0.01%	333
2017 Q2	–	Sell	-1,140	Closed	-$70K	–	349
2017 Q1	$70K	Buy	+1,140	New	+$65.8K	0.02%	197

Other funds holding NGG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kings Point Capital Management's NGG Position: Q1 2022 in Review

Kings Point Capital Management held its National Grid (NGG) position steady in Q1 2022 at 509 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Kings Point Capital Management first reported a position in NGG in Q1 2017 and has held it in 13 quarters since. The position peaked at $70K in Q1 2017. 372 funds tracked by Wall St. Rank hold NGG as of Q1 2022.

Kings Point Capital Management held 509 shares of National Grid worth $35K as of Q1 2022.
Kings Point Capital Management left its National Grid share count unchanged in Q1 2022.
National Grid made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #396 holding.
Kings Point Capital Management first reported a position in National Grid in Q1 2017 and has held it in 13 quarters since.
Kings Point Capital Management's National Grid position peaked at $70K in Q1 2017.
372 funds tracked by Wall St. Rank held National Grid as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.