Sound Income Strategies’s National Grid NGG Stock Holding History

Sound Income Strategies’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	$93.4K	Buy	1,075 +129	+14%	+$11.1K	﹤0.01%	626
2025 Q4	$76.5K	Buy	946 +45	+5%	+$3.38K	﹤0.01%	664
2025 Q3	$65.1K	Buy	901 +59	+7%	+$4.14K	﹤0.01%	503
2025 Q2	$61.8K	Sell	842 -74	-8%	-$5.08K	﹤0.01%	475
2025 Q1	$57.6K	Buy	916 +608	+197%	+$35.7K	﹤0.01%	484
2024 Q4	$17.5K	Buy	308 +89	+41%	+$5.36K	﹤0.01%	701
2024 Q3	$14.4K	Buy	219 +9	+4%	+$552	﹤0.01%	711
2024 Q2	$11.2K	Hold	210	–	–	﹤0.01%	751
2024 Q1	$13.5K	Hold	210	–	–	﹤0.01%	675
2023 Q4	$13.5K	Hold	210	–	–	﹤0.01%	670
2023 Q3	$12K	Hold	210	–	–	﹤0.01%	541
2023 Q2	$13.3K	Hold	210	–	–	﹤0.01%	514
2023 Q1	$13.5K	Hold	210	–	–	﹤0.01%	494
2022 Q4	$11.9K	Buy	210 +191	+1,005%	+$10.2K	﹤0.01%	480
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	812
2022 Q2	$1K	Buy	+19	New	+$1.26K	﹤0.01%	825
2020 Q4	–	Sell	-260	Closed	-$13K	–	923
2020 Q3	$13K	Hold	260	–	–	﹤0.01%	364
2020 Q2	$14K	Buy	+260	New	+$13.2K	﹤0.01%	331

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