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Significant Wealth Partners’s National Grid NGG Stock Holding History

Significant Wealth Partners’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
2024
Q2 		– Sell
-8,345
Closed -$536K – 126
2024
Q1 		$536K Buy
+8,345
New +$528K 0.35% 75

Other funds holding NGG

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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Significant Wealth Partners's NGG Position: Q2 2024 in Review

Significant Wealth Partners sold out of National Grid (NGG) in Q2 2024, closing a stake of 8,345 shares — an estimated $536K sold.

Significant Wealth Partners first reported a position in NGG in Q1 2024 and held it in 1 quarter. The position peaked at $536K in Q1 2024. 420 funds tracked by Wall St. Rank hold NGG as of Q2 2024.

  • Significant Wealth Partners reported no remaining National Grid position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 8,345 National Grid shares in Q2 2024, an estimated $536K.
  • Significant Wealth Partners first reported a position in National Grid in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's National Grid position peaked at $536K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held National Grid as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.