Sierra Ocean’s National Grid NGG Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-272	Closed	-$20K	–	626
2025 Q2	$20K	Buy	272 +16	+6%	+$1.1K	0.01%	331
2025 Q1	$16.1K	Buy	256 +4	+2%	+$235	0.01%	342
2024 Q4	$14.4K	Buy	+252	New	+$15.2K	0.01%	351

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Sierra Ocean's NGG Position: Q3 2025 in Review

Sierra Ocean sold out of National Grid (NGG) in Q3 2025, closing a stake of 272 shares — an estimated $20K sold.

Sierra Ocean first reported a position in NGG in Q4 2024 and held it in 3 quarters. The position peaked at $20K in Q2 2025. 509 funds tracked by Wall St. Rank hold NGG as of Q3 2025.

Sierra Ocean reported no remaining National Grid position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 272 National Grid shares in Q3 2025, an estimated $20K.
Sierra Ocean first reported a position in National Grid in Q4 2024 and held it in 3 quarters.
Sierra Ocean's National Grid position peaked at $20K in Q2 2025.
509 funds tracked by Wall St. Rank held National Grid as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.