Lido Advisors
NGG icon

Lido Advisors’s National Grid NGG Stock Holding History

Lido 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
2026
Q1 		$1.4M Buy
16,500
+10,333
+168% +$890K ﹤0.01% 827
2025
Q4 		$448K Sell
6,167
-89
-1% -$6.69K ﹤0.01% 1346
2025
Q3 		$448K Buy
6,256
+3,168
+103% +$222K ﹤0.01% 1282
2025
Q2 		$232K Buy
+3,088
New +$212K ﹤0.01% 1458
2023
Q4 		– Sell
-4,627
Closed -$264K – 1403
2023
Q3 		$264K Sell
4,627
-985
-18% -$59.6K ﹤0.01% 971
2023
Q2 		$356K Sell
5,612
-1,887
-25% -$124K ﹤0.01% 853
2023
Q1 		$481K Buy
+7,499
New +$449K ﹤0.01% 679

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return