Kovitz Investment Group Partners
NGG icon

Kovitz Investment Group Partners’s National Grid NGG Stock Holding History

Kovitz Investment Group Partners’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
-10,222
Closed -$732K – 1019
2025
Q3 		$732K Buy
10,222
+4,094
+67% +$287K ﹤0.01% 917
2025
Q2 		$453K Buy
+6,128
New +$421K ﹤0.01% 1008

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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kovitz Investment Group Partners's NGG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of National Grid (NGG) in Q4 2025, closing a stake of 10,222 shares — an estimated $732K sold.

Kovitz Investment Group Partners first reported a position in NGG in Q2 2025 and held it in 2 quarters. The position peaked at $732K in Q3 2025. 545 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,222 National Grid shares in Q4 2025, an estimated $732K.
  • Kovitz Investment Group Partners first reported a position in National Grid in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's National Grid position peaked at $732K in Q3 2025.
  • 545 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.