Private Wealth Asset Management’s National Grid NGG Stock Holding History

Private Wealth Asset Management’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	-11	Closed	-$799	–	1129
2025 Q3	$799	Hold	11	–	–	﹤0.01%	864
2025 Q2	$819	Hold	11	–	–	﹤0.01%	863
2025 Q1	$722	Buy	+11	New	+$646	﹤0.01%	946

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Wealth Asset Management's NGG Position: Q4 2025 in Review

Private Wealth Asset Management sold out of National Grid (NGG) in Q4 2025, closing a stake of 11 shares — an estimated $799 sold.

Private Wealth Asset Management first reported a position in NGG in Q1 2025 and held it in 3 quarters. The position peaked at $819 in Q2 2025. 545 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

Private Wealth Asset Management reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
Private Wealth Asset Management sold 11 National Grid shares in Q4 2025, an estimated $799.
Private Wealth Asset Management first reported a position in National Grid in Q1 2025 and held it in 3 quarters.
Private Wealth Asset Management's National Grid position peaked at $819 in Q2 2025.
545 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Private Wealth Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.