Rothschild Investment LLC’s National Grid NGG Stock Holding History

Rothschild Investment LLC’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	$66.1K	Buy	782 +68	+10%	+$5.86K	﹤0.01%	1042
2025 Q4	$55.2K	Buy	714 +45	+7%	+$3.38K	﹤0.01%	992
2025 Q3	$48K	Sell	669 -16	-2%	-$1.12K	﹤0.01%	1001
2025 Q2	$50.2K	Buy	685 +33	+5%	+$2.27K	﹤0.01%	782
2025 Q1	$41K	Sell	652 -103	-14%	-$6.05K	﹤0.01%	824
2024 Q4	$43K	Buy	755 +192	+34%	+$11.6K	﹤0.01%	814
2024 Q3	$37K	Sell	563 -124	-18%	-$7.6K	﹤0.01%	851
2024 Q2	$36.8K	Buy	687 +311	+83%	+$18.8K	﹤0.01%	825
2024 Q1	$24.1K	Buy	376 +77	+26%	+$4.87K	﹤0.01%	884
2023 Q4	$19.2K	Buy	+299	New	+$17.9K	﹤0.01%	876

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