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Lantz Financial’s National Grid NGG Stock Holding History

Lantz Financial’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
Q2 		$571K Buy
6,896
+706
+11% +$60K 0.1% 163
2026
Q1 		$524K Sell
6,190
-1,785
-22% -$154K 0.11% 162
2025
Q4 		$617K Buy
7,975
+291
+4% +$21.9K 0.13% 144
2025
Q3 		$550K Sell
7,684
-84
-1% -$5.89K 0.12% 151
2025
Q2 		$570K Sell
7,768
-99
-1% -$6.8K 0.14% 136
2025
Q1 		$494K Buy
7,867
+1,094
+16% +$64.3K 0.14% 139
2024
Q4 		$386K Sell
6,773
-403
-6% -$24.2K 0.1% 160
2024
Q3 		$471K Buy
7,176
+13
+0.2% +$797 0.13% 139
2024
Q2 		$383K Buy
7,163
+29
+0.4% +$1.75K 0.12% 145
2024
Q1 		$459K Buy
7,134
+718
+11% +$45.4K 0.15% 135
2023
Q4 		$411K Buy
6,416
+608
+10% +$36.3K 0.15% 133
2023
Q3 		$332K Buy
5,808
+1
+0% +$60 0.13% 138
2023
Q2 		$368K Buy
5,807
+792
+16% +$52K 0.14% 128
2023
Q1 		$321K Buy
5,015
+490
+11% +$29.4K 0.13% 132
2022
Q4 		$257K Buy
4,525
+46
+1% +$2.46K 0.12% 146
2022
Q3 		$214K Buy
4,479
+95
+2% +$5.72K 0.11% 152
2022
Q2 		$263K Buy
4,384
+79
+2% +$5.22K 0.12% 135
2022
Q1 		$298K Buy
4,305
+491
+13% +$32.5K 0.12% 138
2021
Q4 		$248K Buy
+3,814
New +$224K 0.11% 137
2021
Q3 		– Sell
-3,843
Closed -$217K – 147
2021
Q2 		$217K Buy
+3,843
New +$218K 0.11% 136

Other funds holding NGG

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return