MFG
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Mendota Financial Group’s National Grid NGG Stock Holding History

Mendota Financial Group’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 		– Sell
-14
Closed -$773 – 281
2024
Q4 		$773 Sell
14
-6
-30% -$361 ﹤0.01% 315
2024
Q3 		$1.32K Buy
20
+6
+43% +$368 ﹤0.01% 337
2024
Q2 		$739 Sell
14
-87
-86% -$5.25K ﹤0.01% 310
2024
Q1 		$6.48K Hold
101
– – ﹤0.01% 250
2023
Q4 		$6.46K Hold
101
– – 0.01% 287
2023
Q3 		$5.76K Hold
101
– – 0.01% 216
2023
Q2 		$6.4K Hold
101
– – 0.01% 214
2023
Q1 		$7.3K Hold
101
– – 0.01% 241
2022
Q4 		$5.73K Buy
+101
New +$5.4K 0.01% 230

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mendota Financial Group's NGG Position: Q1 2025 in Review

Mendota Financial Group sold out of National Grid (NGG) in Q1 2025, closing a stake of 14 shares — an estimated $773 sold.

Mendota Financial Group first reported a position in NGG in Q4 2022 and held it in 9 quarters. The position peaked at $7.3K in Q1 2023. 467 funds tracked by Wall St. Rank hold NGG as of Q1 2025.

  • Mendota Financial Group reported no remaining National Grid position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 14 National Grid shares in Q1 2025, an estimated $773.
  • Mendota Financial Group first reported a position in National Grid in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's National Grid position peaked at $7.3K in Q1 2023.
  • 467 funds tracked by Wall St. Rank held National Grid as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.