RA
NGG icon

Rise Advisors’s National Grid NGG Stock Holding History

Rise 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
2025
Q4 		– Sell
-1
Closed -$90 – 975
2025
Q3 		$90 Hold
1
– – ﹤0.01% 1487
2025
Q2 		$89 Hold
1
– – ﹤0.01% 1504
2025
Q1 		$79 Sell
1
-337
-100% -$19.8K ﹤0.01% 1464
2024
Q4 		$19.2K Sell
338
-6
-2% -$361 0.01% 687
2024
Q3 		$22.6K Buy
344
+19
+6% +$1.16K 0.01% 611
2024
Q2 		$17.4K Hold
325
– – 0.01% 719
2024
Q1 		$20.9K Buy
+325
New +$20.6K 0.01% 620
2023
Q2 		– Sell
-210
Closed -$13.5K – 758
2023
Q1 		$13.5K Sell
210
-49
-19% -$2.94K 0.01% 313
2022
Q4 		$14.7K Sell
259
-4
-2% -$214 0.01% 288
2022
Q3 		$13K Buy
263
+7
+3% +$421 0.01% 299
2022
Q2 		$15K Sell
256
-7
-3% -$463 0.02% 273
2022
Q1 		$18K Buy
263
+4
+2% +$265 0.02% 256
2021
Q4 		$16.8K Buy
+259
New +$15.2K 0.02% 263

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 $1.7B 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 $4.77B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $1.47T AUM 27.86% 1-Year Est. Return