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Marcum Wealth’s National Grid NGG Stock Holding History

Marcum Wealth’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 		$209K Buy
+3,319
New +$195K 0.02% 360
2024
Q4 		– Sell
-3,179
Closed -$209K – 425
2024
Q3 		$209K Buy
+3,179
New +$195K 0.02% 360
2023
Q3 		– Sell
-3,244
Closed -$206K – 387
2023
Q2 		$206K Buy
+3,244
New +$213K 0.02% 331
2022
Q2 		– Sell
-2,943
Closed -$203K – 407
2022
Q1 		$203K Sell
2,943
-145
-5% -$9.61K 0.03% 319
2021
Q4 		$201K Buy
+3,088
New +$181K 0.03% 323

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

Marcum Wealth's NGG Position: Q1 2025 in Review

Marcum Wealth opened a new position in National Grid (NGG) in Q1 2025: 3,319 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #360 among its holdings. This is a return to the name: Marcum Wealth previously reported a position in NGG as recently as Q3 2024.

Marcum Wealth first reported a position in NGG in Q4 2021 and has held it in 5 quarters since. The position peaked at $209K in Q3 2024. 467 funds tracked by Wall St. Rank hold NGG as of Q1 2025.

  • Marcum Wealth held 3,319 shares of National Grid worth $209K as of Q1 2025.
  • National Grid was a new Marcum Wealth position in Q1 2025.
  • National Grid made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #360 holding.
  • Marcum Wealth first reported a position in National Grid in Q4 2021 and has held it in 5 quarters since.
  • Marcum Wealth's National Grid position peaked at $209K in Q3 2024.
  • 467 funds tracked by Wall St. Rank held National Grid as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.