SOA Wealth Advisors’s National Grid NGG Stock Holding History

SOA Wealth 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
2026 Q1	$3.27K	Buy	39 +1	+3%	+$86	﹤0.01%	684
2025 Q4	$2.95K	Sell	38 -1	-3%	-$75	﹤0.01%	693
2025 Q3	$2.77K	Buy	39 +1	+3%	+$70	﹤0.01%	710
2025 Q2	$2.76K	Sell	38 -1	-3%	-$69	﹤0.01%	691
2025 Q1	$2.43K	Buy	39 +1	+3%	+$59	﹤0.01%	688
2024 Q4	$2.17K	Hold	38	–	–	﹤0.01%	679
2024 Q3	$2.54K	Buy	38 +1	+3%	+$61	﹤0.01%	651
2024 Q2	$1.98K	Hold	37	–	–	﹤0.01%	674
2024 Q1	$2.38K	Buy	37 +1	+3%	+$63	﹤0.01%	689
2023 Q4	$2.33K	Hold	36	–	–	﹤0.01%	687
2023 Q3	$2.08K	Buy	36 +1	+3%	+$60	﹤0.01%	710
2023 Q2	$2.23K	Hold	35	–	–	﹤0.01%	715
2023 Q1	$2.25K	Hold	35	–	–	﹤0.01%	715
2022 Q4	$1.96K	Hold	35	–	–	﹤0.01%	740
2022 Q3	$1K	Buy	35 +2	+6%	+$120	﹤0.01%	786
2022 Q2	$2K	Sell	33 -1	-3%	-$66	﹤0.01%	706
2022 Q1	$2K	Hold	34	–	–	﹤0.01%	812
2021 Q4	$2K	Sell	34 -1	-3%	-$59	﹤0.01%	784
2021 Q3	$1K	Buy	35 +1	+3%	+$57	﹤0.01%	854
2021 Q2	$1K	Sell	34 -35	-51%	-$1.99K	﹤0.01%	835
2021 Q1	$3K	Hold	69	–	–	﹤0.01%	684
2020 Q4	$3K	Buy	+69	New	+$3.66K	﹤0.01%	669

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