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Schechter Investment Advisors’s National Grid NGG Stock Holding History

Schechter Investment 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
Q1 		– Sell
-4,222
Closed -$240K – 672
2024
Q4 		$240K Sell
4,222
-200
-5% -$12K 0.02% 533
2024
Q3 		$290K Buy
4,422
+647
+17% +$39.7K 0.02% 502
2024
Q2 		$202K Sell
3,775
-345
-8% -$20.8K 0.02% 565
2024
Q1 		$265K Buy
+4,120
New +$261K 0.02% 519

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Schechter Investment Advisors's NGG Position: Q1 2025 in Review

Schechter Investment Advisors sold out of National Grid (NGG) in Q1 2025, closing a stake of 4,222 shares — an estimated $240K sold.

Schechter Investment Advisors first reported a position in NGG in Q1 2024 and held it in 4 quarters. The position peaked at $290K in Q3 2024. 466 funds tracked by Wall St. Rank hold NGG as of Q1 2025.

  • Schechter Investment Advisors reported no remaining National Grid position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 4,222 National Grid shares in Q1 2025, an estimated $240K.
  • Schechter Investment Advisors first reported a position in National Grid in Q1 2024 and held it in 4 quarters.
  • Schechter Investment Advisors's National Grid position peaked at $290K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held National Grid as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.