NewEdge Wealth’s National Grid NGG Stock Holding History

NewEdge 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
2026 Q1	$1.01M	Sell	11,977 -2,759	-19%	-$238K	0.01%	624
2025 Q4	$1.14M	Buy	14,736 +2,118	+17%	+$159K	0.01%	586
2025 Q3	$938K	Buy	12,618 +4,459	+55%	+$313K	0.01%	584
2025 Q2	$580K	Sell	8,159 -1,183	-13%	-$81.3K	0.01%	668
2025 Q1	$587K	Buy	9,342 +1,179	+14%	+$69.3K	0.01%	603
2024 Q4	$465K	Sell	8,163 -2,147	-21%	-$129K	0.01%	656
2024 Q3	$677K	Buy	10,310 +722	+8%	+$44.2K	0.01%	550
2024 Q2	$513K	Sell	9,588 -401	-4%	-$24.2K	0.01%	544
2024 Q1	$636K	Buy	+9,989	New	+$632K	0.01%	508
2022 Q3	–	Sell	-18,154	Closed	-$1.09M	–	580
2022 Q2	$1.09M	Buy	+18,154	New	+$1.2M	0.05%	277

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