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Lindbrook Capital’s National Grid NGG Stock Holding History

Lindbrook Capital’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
Q1 		$84.4K Sell
1,344
-300
-18% -$17.6K 0.01% 740
2024
Q4 		$93.6K Buy
1,644
+393
+31% +$23.6K 0.01% 578
2024
Q3 		$82.1K Sell
1,251
-346
-22% -$21.2K 0.01% 624
2024
Q2 		$85.5K Sell
1,597
-254
-14% -$15.3K 0.01% 593
2024
Q1 		$119K Buy
1,851
+13
+0.7% +$822 0.01% 488
2023
Q4 		$118K Buy
1,838
+507
+38% +$30.3K 0.01% 479
2023
Q3 		$76K Buy
1,331
+218
+20% +$13.2K 0.01% 545
2023
Q2 		$70.6K Buy
1,113
+8
+0.7% +$525 0.01% 592
2023
Q1 		$70.8K Buy
1,105
+14
+1% +$839 0.01% 578
2022
Q4 		$62K Sell
1,091
-503
-32% -$26.9K 0.01% 612
2022
Q3 		$76K Buy
1,594
+278
+21% +$16.7K 0.01% 518
2022
Q2 		$79K Buy
1,316
+105
+9% +$6.95K 0.01% 507
2022
Q1 		$84K Sell
1,211
-76
-6% -$5.04K 0.01% 517
2021
Q4 		$84K Sell
1,287
-41
-3% -$2.41K 0.01% 542
2021
Q3 		$70K Buy
1,328
+69
+5% +$3.96K 0.02% 354
2021
Q2 		$71K Buy
1,259
+111
+10% +$6.31K 0.02% 368
2021
Q1 		$60K Sell
1,148
-88
-7% -$4.59K 0.01% 385
2020
Q4 		$65K Buy
1,236
+11
+0.9% +$583 0.02% 336
2020
Q3 		$63K Sell
1,225
-430
-26% -$21.6K 0.02% 301
2020
Q2 		$89K Sell
1,655
-229
-12% -$11.6K 0.03% 231
2020
Q1 		$97K Sell
1,884
-622
-25% -$34.4K 0.04% 191
2019
Q4 		$139K Buy
2,506
+315
+14% +$16.2K 0.05% 194
2019
Q3 		$105K Sell
2,191
-660
-23% -$30.5K 0.04% 231
2019
Q2 		$134K Buy
2,851
+1,758
+161% +$82.5K 0.05% 185
2019
Q1 		$53K Sell
1,093
-235
-18% -$11.4K 0.02% 390
2018
Q4 		$56K Buy
+1,328
New +$62K 0.03% 308

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lindbrook Capital's NGG Position: Q1 2025 in Review

Lindbrook Capital reduced its National Grid (NGG) stake by 18% in Q1 2025, selling an estimated $17.6K and leaving 1,344 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #740.

Lindbrook Capital first reported a position in NGG in Q4 2018 and has held it in 26 quarters since. The position peaked at $139K in Q4 2019. 467 funds tracked by Wall St. Rank hold NGG as of Q1 2025.

  • Lindbrook Capital held 1,344 shares of National Grid worth $84.4K as of Q1 2025.
  • Lindbrook Capital sold 300 National Grid shares in Q1 2025, an estimated $17.6K.
  • National Grid made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #740 holding.
  • Lindbrook Capital first reported a position in National Grid in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's National Grid position peaked at $139K in Q4 2019.
  • 467 funds tracked by Wall St. Rank held National Grid as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.