MV Capital Management’s National Grid NGG Stock Holding History

MV Capital 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	$3.47K	Buy	41 +30	+273%	+$2.58K	﹤0.01%	676
2025 Q4	$851	Buy	+11	New	+$827	﹤0.01%	848
2020 Q3	–	Sell	-590	Closed	-$32K	–	280
2020 Q2	$32K	Buy	+590	New	+$29.9K	0.01%	170
2017 Q1	–	Sell	-119	Closed	-$7K	–	376
2016 Q4	$7K	Hold	119	–	–	﹤0.01%	260
2016 Q3	$8K	Hold	119	–	–	﹤0.01%	244
2016 Q2	$9K	Hold	119	–	–	﹤0.01%	237
2016 Q1	$8K	Hold	119	–	–	﹤0.01%	235
2015 Q4	$8K	Hold	119	–	–	﹤0.01%	251
2015 Q3	$8K	Hold	119	–	–	﹤0.01%	238
2015 Q2	$7K	Hold	119	–	–	﹤0.01%	335
2015 Q1	$7K	Hold	119	–	–	﹤0.01%	322
2014 Q4	$8K	Buy	+119	New	+$8.27K	﹤0.01%	312

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 $761B 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 $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return