Litman Gregory Wealth Management’s National Grid NGG Stock Holding History

Litman Gregory Wealth Management’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 Q4	$19.3K	Buy	+250	New	+$18.8K	﹤0.01%	274

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Litman Gregory Wealth Management's NGG Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in National Grid (NGG) in Q4 2025: 250 shares worth $19.3K. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings.

545 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

Litman Gregory Wealth Management held 250 shares of National Grid worth $19.3K as of Q4 2025.
National Grid was a new Litman Gregory Wealth Management position in Q4 2025.
National Grid made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #274 holding.
545 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.