PFG
NGG icon

Piershale Financial Group’s National Grid NGG Stock Holding History

Piershale Financial Group’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
2023
Q2 		$1.68K Hold
27
– – ﹤0.01% 229
2023
Q1 		$1.7K Hold
27
– – ﹤0.01% 251
2022
Q4 		$1.51K Buy
+27
New +$1.44K ﹤0.01% 260

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Piershale Financial Group's NGG Position: Q2 2023 in Review

Piershale Financial Group held its National Grid (NGG) position steady in Q2 2023 at 27 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Piershale Financial Group first reported a position in NGG in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.7K in Q1 2023. 407 funds tracked by Wall St. Rank hold NGG as of Q2 2023.

  • Piershale Financial Group held 27 shares of National Grid worth $1.68K as of Q2 2023.
  • Piershale Financial Group left its National Grid share count unchanged in Q2 2023.
  • National Grid made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #229 holding.
  • Piershale Financial Group first reported a position in National Grid in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's National Grid position peaked at $1.7K in Q1 2023.
  • 407 funds tracked by Wall St. Rank held National Grid as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.