Orion Portfolio Solutions’s National Grid NGG Stock Holding History

Orion Portfolio Solutions’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	$1.02M	Buy	16,264 +2,948	+22%	+$173K	0.01%	1072
2024 Q4	$758K	Buy	13,316 +1,066	+9%	+$64.1K	0.01%	1190
2024 Q3	$804K	Buy	12,250 +2,252	+23%	+$138K	0.01%	1148
2024 Q2	$535K	Sell	9,998 -5,381	-35%	-$324K	0.01%	1251
2024 Q1	$989K	Sell	15,379 -1,172	-7%	-$74.1K	0.01%	989
2023 Q4	$1.08M	Sell	16,551 -7,629	-32%	-$455K	0.01%	910
2023 Q3	$1.38M	Sell	24,180 -1,024	-4%	-$61.9K	0.02%	777
2023 Q2	$1.6M	Buy	25,204 +1,567	+7%	+$103K	0.02%	750
2023 Q1	$1.51M	Buy	+23,637	New	+$1.42M	0.02%	705
2022 Q2	–	Sell	-3,621	Closed	-$250K	–	729
2022 Q1	$250K	Buy	+3,621	New	+$240K	0.01%	621
2020 Q3	–	Sell	-354	Closed	-$19K	–	1476
2020 Q2	$19K	Hold	354	–	–	﹤0.01%	973
2020 Q1	$18K	Sell	354 -1	-0.3%	-$55	﹤0.01%	873
2019 Q4	$20K	Buy	+355	New	+$18.2K	﹤0.01%	776

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Orion Portfolio Solutions's NGG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its National Grid (NGG) stake by 22% in Q1 2025, buying an estimated $173K and bringing the position to 16,264 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1072.

Orion Portfolio Solutions first reported a position in NGG in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.6M in Q2 2023. 467 funds tracked by Wall St. Rank hold NGG as of Q1 2025.

Orion Portfolio Solutions held 16,264 shares of National Grid worth $1.02M as of Q1 2025.
Orion Portfolio Solutions bought 2,948 National Grid shares in Q1 2025, an estimated $173K.
National Grid made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1072 holding.
Orion Portfolio Solutions first reported a position in National Grid in Q4 2019 and has held it in 13 quarters since.
Orion Portfolio Solutions's National Grid position peaked at $1.6M in Q2 2023.
467 funds tracked by Wall St. Rank held National Grid as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.