LongView Wealth Management’s National Grid NGG Stock Holding History

LongView 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
2026 Q1	$271K	Sell	3,047 -485	-14%	-$41.8K	0.07%	207
2025 Q4	$282K	Sell	3,532 -113	-3%	-$8.5K	0.07%	210
2025 Q3	$261K	Sell	3,645 -993	-21%	-$69.6K	0.07%	199
2025 Q2	$340K	Sell	4,638 -300	-6%	-$20.6K	0.1%	154
2025 Q1	$310K	Hold	4,938	–	–	0.09%	163
2024 Q4	$281K	Sell	4,938 -305	-6%	-$18.4K	0.09%	170
2024 Q3	$344K	Hold	5,243	–	–	0.11%	143
2024 Q2	$281K	Hold	5,243	–	–	0.1%	154
2024 Q1	$337K	Sell	5,243 -566	-10%	-$35.8K	0.13%	133
2023 Q4	$377K	Buy	+5,809	New	+$347K	0.17%	120

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 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 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