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LVW Advisors’s National Grid NGG Stock Holding History

LVW 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
2025
Q3 		– Sell
-3,913
Closed -$287K – 359
2025
Q2 		$287K Sell
3,913
-419
-10% -$28.8K 0.03% 270
2025
Q1 		$272K Buy
+4,332
New +$255K 0.03% 253
2024
Q4 		– Sell
-4,561
Closed -$299K – 325
2024
Q3 		$299K Sell
4,561
-560
-11% -$34.3K 0.04% 241
2024
Q2 		$274K Buy
5,121
+105
+2% +$6.33K 0.04% 242
2024
Q1 		$322K Buy
+5,016
New +$317K 0.05% 218

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

LVW Advisors's NGG Position: Q3 2025 in Review

LVW Advisors sold out of National Grid (NGG) in Q3 2025, closing a stake of 3,913 shares — an estimated $287K sold.

LVW Advisors first reported a position in NGG in Q1 2024 and held it in 5 quarters. The position peaked at $322K in Q1 2024. 509 funds tracked by Wall St. Rank hold NGG as of Q3 2025.

  • LVW Advisors reported no remaining National Grid position as of Q3 2025 after selling out during the quarter.
  • LVW Advisors sold 3,913 National Grid shares in Q3 2025, an estimated $287K.
  • LVW Advisors first reported a position in National Grid in Q1 2024 and held it in 5 quarters.
  • LVW Advisors's National Grid position peaked at $322K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held National Grid as of Q3 2025.

Based on LVW Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.