Phillips Wealth Planners’s National Grid NGG Stock Holding History

Phillips Wealth Planners’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	$217K	Sell	2,487 -1,302	-34%	-$112K	0.16%	197
2025 Q4	$306K	Sell	3,789 -66	-2%	-$4.96K	0.25%	139
2025 Q3	$281K	Sell	3,855 -109	-3%	-$7.64K	0.23%	152
2025 Q2	$276K	Sell	3,964 -54	-1%	-$3.71K	0.25%	151
2025 Q1	$262K	Buy	+4,018	New	+$236K	0.28%	131
2024 Q4	–	Sell	-3,769	Closed	-$242K	–	189
2024 Q3	$242K	Sell	3,769 -70	-2%	-$4.29K	0.23%	159
2024 Q2	$222K	Buy	3,839 +60	+2%	+$3.62K	0.23%	160
2024 Q1	$226K	Buy	3,779 +100	+3%	+$6.33K	0.26%	152
2023 Q4	$229K	Buy	+3,679	New	+$220K	0.28%	134
2023 Q3	–	Sell	-3,255	Closed	-$207K	–	156
2023 Q2	$207K	Buy	+3,255	New	+$214K	0.27%	139

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 $871B 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 $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

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