PFA
NGG icon

Pathway Financial Advisers’s National Grid NGG Stock Holding History

Pathway Financial Advisers’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
Q4 		– Sell
-436
Closed -$31.2K – 281
2025
Q3 		$31.2K Buy
+436
New +$30.6K 0.01% 273
2025
Q1 		– Sell
-448
Closed -$25.5K – 326
2024
Q4 		$25.5K Sell
448
-7
-2% -$421 0.01% 284
2024
Q3 		$29.9K Sell
455
-364
-44% -$22.3K 0.01% 222
2024
Q2 		$43.8K Buy
819
+2
+0.2% +$121 0.02% 237
2024
Q1 		$52.6K Buy
817
+12
+1% +$759 0.02% 225
2023
Q4 		$51.6K Hold
805
– – 0.02% 220
2023
Q3 		$46K Buy
+805
New +$48.7K 0.02% 229
2023
Q1 		$58.2K Buy
909
+11
+1% +$659 0.02% 223
2022
Q4 		$51K Buy
+898
New +$48K 0.02% 247

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pathway Financial Advisers's NGG Position: Q4 2025 in Review

Pathway Financial Advisers sold out of National Grid (NGG) in Q4 2025, closing a stake of 436 shares — an estimated $31.2K sold.

Pathway Financial Advisers first reported a position in NGG in Q4 2022 and held it in 9 quarters. The position peaked at $58.2K in Q1 2023. 542 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

  • Pathway Financial Advisers reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 436 National Grid shares in Q4 2025, an estimated $31.2K.
  • Pathway Financial Advisers first reported a position in National Grid in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's National Grid position peaked at $58.2K in Q1 2023.
  • 542 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.