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Legacy Financial Advisors’s National Grid NGG Stock Holding History

Legacy Financial Advisors’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
-6,857
Closed -$491K – 428
2025
Q3 		$491K Buy
+6,857
New +$481K 0.07% 234
2019
Q2 		– Sell
-310
Closed -$15K – 629
2019
Q1 		$15K Buy
310
+170
+121% +$8.23K 0.01% 525
2018
Q4 		$6K Sell
140
-64
-31% -$2.99K ﹤0.01% 703
2018
Q3 		$9K Buy
204
+10
+5% +$476 ﹤0.01% 552
2018
Q2 		$10K Buy
194
+30
+18% +$1.51K ﹤0.01% 528
2018
Q1 		$8K Buy
164
+126
+332% +$6.15K ﹤0.01% 539
2017
Q4 		$1K Buy
+38
New +$2.03K ﹤0.01% 780

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Advisors's NGG Position: Q4 2025 in Review

Legacy Financial Advisors sold out of National Grid (NGG) in Q4 2025, closing a stake of 6,857 shares — an estimated $491K sold.

Legacy Financial Advisors first reported a position in NGG in Q4 2017 and held it in 7 quarters. The position peaked at $491K in Q3 2025. 542 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

  • Legacy Financial Advisors reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 6,857 National Grid shares in Q4 2025, an estimated $491K.
  • Legacy Financial Advisors first reported a position in National Grid in Q4 2017 and held it in 7 quarters.
  • Legacy Financial Advisors's National Grid position peaked at $491K in Q3 2025.
  • 542 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.