Level Financial Advisors’s National Grid NGG Stock Holding History

Level 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
2024 Q1	–	Sell	-101	Closed	-$6.46K	–	195
2023 Q4	$6.46K	Hold	101	–	–	﹤0.01%	204
2023 Q3	$5.76K	Hold	101	–	–	﹤0.01%	208
2023 Q2	$6.4K	Hold	101	–	–	﹤0.01%	209
2023 Q1	$6.46K	Hold	101	–	–	﹤0.01%	180
2022 Q4	$6K	Sell	101 -2	-2%	-$107	﹤0.01%	184
2022 Q3	$5K	Hold	103	–	–	﹤0.01%	191
2022 Q2	$6K	Sell	103 -3	-3%	-$198	﹤0.01%	206
2022 Q1	$7K	Sell	106 -85	-45%	-$5.63K	0.01%	170
2021 Q4	$12K	Buy	+191	New	+$11.2K	0.01%	168

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return