Romano Brothers & Co’s National Grid NGG Stock Holding History

Romano Brothers & Co’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
2026 Q1	$1.01M	Hold	11,986	–	–	0.12%	164
2025 Q4	$927K	Sell	11,986 -172	-1%	-$12.9K	0.11%	173
2025 Q3	$871K	Sell	12,158 -279	-2%	-$19.6K	0.1%	178
2025 Q2	$912K	Sell	12,437 -474	-4%	-$32.6K	0.11%	171
2025 Q1	$811K	Sell	12,911 -1,145	-8%	-$67.3K	0.1%	178
2024 Q4	$800K	Sell	14,056 -718	-5%	-$43.2K	0.1%	176
2024 Q3	$970K	Sell	14,774 -451	-3%	-$27.6K	0.12%	164
2024 Q2	$815K	Sell	15,225 -292	-2%	-$17.6K	0.11%	165
2024 Q1	$998K	Sell	15,517 -776	-5%	-$49.1K	0.14%	157
2023 Q4	$1.04M	Sell	16,293 -758	-4%	-$45.3K	0.16%	146
2023 Q3	$974K	Hold	17,051	–	–	0.15%	149
2023 Q2	$1.08M	Sell	17,051 -330	-2%	-$21.6K	0.16%	143
2023 Q1	$1.11M	Sell	17,381 -934	-5%	-$56K	0.17%	141
2022 Q4	$1.04M	Sell	18,315 -309	-2%	-$16.5K	0.16%	143
2022 Q3	$889K	Buy	+18,624	New	+$1.12M	0.14%	149

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

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

Goldman Sachs New York $761B AUM 31.28% 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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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