NewSquare Capital’s National Grid NGG Stock Holding History

NewSquare Capital’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	-290	Closed	-$21.3K	–	854
2025 Q2	$21.3K	Buy	290 +251	+644%	+$17.2K	﹤0.01%	463
2025 Q1	$2.43K	Buy	39 +24	+160%	+$1.41K	﹤0.01%	820
2024 Q4	$832	Buy	+15	New	+$903	﹤0.01%	676
2023 Q2	–	Sell	-16	Closed	-$1.02K	–	913
2023 Q1	$1.02K	Buy	+16	New	+$959	﹤0.01%	649

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

NewSquare Capital's NGG Position: Q3 2025 in Review

NewSquare Capital sold out of National Grid (NGG) in Q3 2025, closing a stake of 290 shares — an estimated $21.3K sold.

NewSquare Capital first reported a position in NGG in Q1 2023 and held it in 4 quarters. The position peaked at $21.3K in Q2 2025. 509 funds tracked by Wall St. Rank hold NGG as of Q3 2025.

NewSquare Capital reported no remaining National Grid position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 290 National Grid shares in Q3 2025, an estimated $21.3K.
NewSquare Capital first reported a position in National Grid in Q1 2023 and held it in 4 quarters.
NewSquare Capital's National Grid position peaked at $21.3K in Q2 2025.
509 funds tracked by Wall St. Rank held National Grid as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.