Lee, Danner & Bass’s National Grid NGG Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-45	Closed	-$2.56K	–	545
2024 Q4	$2.56K	Buy	+45	New	+$2.71K	﹤0.01%	658

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lee, Danner & Bass's NGG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of National Grid (NGG) in Q1 2025, closing a stake of 45 shares — an estimated $2.56K sold.

Lee, Danner & Bass first reported a position in NGG in Q4 2024 and held it in 1 quarter. The position peaked at $2.56K in Q4 2024. 467 funds tracked by Wall St. Rank hold NGG as of Q1 2025.

Lee, Danner & Bass reported no remaining National Grid position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 45 National Grid shares in Q1 2025, an estimated $2.56K.
Lee, Danner & Bass first reported a position in National Grid in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's National Grid position peaked at $2.56K in Q4 2024.
467 funds tracked by Wall St. Rank held National Grid as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.