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	–	974
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	–	757
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 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

Rise Advisors's NGG Position: Q4 2025 in Review

Rise Advisors sold out of National Grid (NGG) in Q4 2025, closing a stake of 1 share — an estimated $90 sold.

Rise Advisors first reported a position in NGG in Q4 2021 and held it in 13 quarters. The position peaked at $22.6K in Q3 2024. 545 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

Rise Advisors reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1 National Grid share in Q4 2025, an estimated $90.
Rise Advisors first reported a position in National Grid in Q4 2021 and held it in 13 quarters.
Rise Advisors's National Grid position peaked at $22.6K in Q3 2024.
545 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.