Sowell Financial Services’s National Grid NGG Stock Holding History

Sowell Financial Services’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	$327K	Buy	3,862 +421	+12%	+$36.3K	0.01%	806
2025 Q4	$266K	Buy	+3,441	New	+$259K	0.01%	877
2021 Q2	–	Sell	-372	Closed	-$21K	–	1947
2021 Q1	$21K	Buy	+372	New	+$19.4K	﹤0.01%	2051
2020 Q4	–	Sell	-113	Closed	-$6K	–	2809
2020 Q3	$6K	Sell	113 -622	-85%	-$31.2K	﹤0.01%	1953
2020 Q2	$39K	Sell	735 -1,642	-69%	-$83.2K	﹤0.01%	1249
2020 Q1	$122K	Sell	2,377 -460	-16%	-$25.4K	0.01%	786
2019 Q4	$157K	Sell	2,837 -2,111	-43%	-$108K	0.01%	794
2019 Q3	$237K	Buy	+4,948	New	+$229K	0.02%	590

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