LSAG
NGG icon

Lake Street Advisors Group’s National Grid NGG Stock Holding History

Lake Street Advisors Group’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
2024
Q2 		– Sell
-3,261
Closed -$210K – 651
2024
Q1 		$210K Sell
3,261
-60
-2% -$3.79K 0.01% 547
2023
Q4 		$217K Buy
+3,321
New +$198K 0.01% 526
2021
Q3 		– Sell
-6,220
Closed -$362K – 360
2021
Q2 		$362K Buy
6,220
+648
+12% +$36.8K 0.03% 211
2021
Q1 		$292K Hold
5,572
– – 0.02% 243
2020
Q4 		$291K Buy
5,572
+398
+8% +$21.1K 0.02% 228
2020
Q3 		$264K Buy
5,174
+81
+2% +$4.07K 0.02% 226
2020
Q2 		$274K Sell
5,093
-1,405
-22% -$71.2K 0.03% 217
2020
Q1 		$335K Buy
+6,498
New +$359K 0.04% 154

Other funds holding NGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.62B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return