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Leo Wealth LLC’s National Grid NGG Stock Holding History

Leo Wealth LLC’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
Q4 		– Sell
-21,261
Closed -$1.4M – 370
2024
Q3 		$1.4M Buy
21,261
+3,610
+20% +$221K 0.13% 125
2024
Q2 		$945K Sell
17,651
-133
-0.7% -$8.02K 0.1% 153
2024
Q1 		$1.14M Sell
17,784
-4,545
-20% -$288K 0.12% 138
2023
Q4 		$1.43M Buy
+22,329
New +$1.33M 0.15% 112

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leo Wealth LLC's NGG Position: Q4 2024 in Review

Leo Wealth LLC sold out of National Grid (NGG) in Q4 2024, closing a stake of 21,261 shares — an estimated $1.4M sold.

Leo Wealth LLC first reported a position in NGG in Q4 2023 and held it in 4 quarters. The position peaked at $1.43M in Q4 2023. 450 funds tracked by Wall St. Rank hold NGG as of Q4 2024.

  • Leo Wealth LLC reported no remaining National Grid position as of Q4 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 21,261 National Grid shares in Q4 2024, an estimated $1.4M.
  • Leo Wealth LLC first reported a position in National Grid in Q4 2023 and held it in 4 quarters.
  • Leo Wealth LLC's National Grid position peaked at $1.43M in Q4 2023.
  • 450 funds tracked by Wall St. Rank held National Grid as of Q4 2024.

Based on Leo Wealth LLC's 13F filing for Q4 2024, filed 28 Jan 2025.