LFA
NGG icon

LGT Financial Advisors’s National Grid NGG Stock Holding History

LGT 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
Q2 		– Hold
0
– – – 773
2024
Q1 		– Hold
0
– – – 786
2023
Q4 		– Sell
-45
Closed -$2.54K – 941
2023
Q3 		$2.54K Sell
45
-13,273
-100% -$802K ﹤0.01% 764
2023
Q2 		$845K Buy
13,318
+7,894
+146% +$518K 0.9% 38
2023
Q1 		$347K Buy
+5,424
New +$325K 0.65% 42

Other funds holding NGG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 22.9% 1-Year Est. Return

LGT Financial Advisors's NGG Position: Q2 2024 in Review

LGT Financial Advisors held its National Grid (NGG) position steady in Q2 2024 at 0 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #773.

LGT Financial Advisors first reported a position in NGG in Q1 2023 and has held it in 3 quarters since. The position peaked at $845K in Q2 2023. 420 funds tracked by Wall St. Rank hold NGG as of Q2 2024.

  • LGT Financial Advisors held 0 shares of National Grid worth $24 as of Q2 2024.
  • LGT Financial Advisors left its National Grid share count unchanged in Q2 2024.
  • National Grid made up ﹤0.01% of LGT Financial Advisors's portfolio in Q2 2024, its #773 holding.
  • LGT Financial Advisors first reported a position in National Grid in Q1 2023 and has held it in 3 quarters since.
  • LGT Financial Advisors's National Grid position peaked at $845K in Q2 2023.
  • 420 funds tracked by Wall St. Rank held National Grid as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.