Plante Moran Financial Advisors’s National Grid NGG Stock Holding History

Plante Moran Financial Advisors’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
2024 Q1	–	Sell	-194	Closed	-$12.4K	–	917
2023 Q4	$12.4K	Buy	+194	New	+$11.6K	﹤0.01%	525
2019 Q4	–	Sell	-10	Closed	–	–	844
2019 Q3	$0	Buy	+10	New	+$462	﹤0.01%	893
2017 Q1	–	Sell	-29	Closed	-$2K	–	975
2016 Q4	$2K	Buy	+29	New	+$1.72K	﹤0.01%	858
2016 Q2	–	Sell	-25	Closed	-$2K	–	925
2016 Q1	$2K	Sell	25 -368	-94%	-$24.6K	﹤0.01%	734
2015 Q4	$26K	Buy	+393	New	+$26.6K	0.02%	407
2015 Q1	–	Sell	-60	Closed	-$4K	–	773
2014 Q4	$4K	Buy	60 +33	+122%	+$2.29K	﹤0.01%	691
2014 Q3	$2K	Hold	27	–	–	﹤0.01%	744
2014 Q2	$2K	Buy	+27	New	+$1.87K	﹤0.01%	770

Other funds holding NGG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return