Spire Wealth Management’s National Grid NGG Stock Holding History

Spire Wealth Management’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	$15.4K	Sell	182 -33	-15%	-$2.84K	﹤0.01%	1498
2025 Q4	$16.7K	Sell	215 -829	-79%	-$62.4K	﹤0.01%	1548
2025 Q3	$74.8K	Buy	1,044 +41	+4%	+$2.88K	﹤0.01%	1103
2025 Q2	$73.6K	Sell	1,003 -30	-3%	-$2.06K	﹤0.01%	1086
2025 Q1	$64.9K	Sell	1,033 -13	-1%	-$764	﹤0.01%	1189
2024 Q4	$59.5K	Buy	1,046 +4	+0.4%	+$241	﹤0.01%	1219
2024 Q3	$68.4K	Sell	1,042 -348	-25%	-$21.3K	﹤0.01%	1043
2024 Q2	$74.4K	Buy	1,390 +53	+4%	+$3.19K	﹤0.01%	983
2024 Q1	$86K	Buy	1,337 +21	+2%	+$1.33K	﹤0.01%	1035
2023 Q4	$82K	Sell	1,316 -374	-22%	-$22.3K	﹤0.01%	1049
2023 Q3	$96.6K	Buy	1,690 +146	+9%	+$8.83K	﹤0.01%	964
2023 Q2	$98K	Buy	1,544 +2	+0.1%	+$131	﹤0.01%	976
2023 Q1	$98.8K	Buy	1,542 +868	+129%	+$52K	﹤0.01%	975
2022 Q4	$38K	Buy	674 +1	+0.1%	+$53	﹤0.01%	1088
2022 Q3	$32K	Sell	673 -119	-15%	-$7.16K	﹤0.01%	1121
2022 Q2	$47K	Sell	792 -506	-39%	-$33.5K	﹤0.01%	1315
2022 Q1	$90K	Sell	1,298 -4,534	-78%	-$301K	﹤0.01%	1201
2021 Q4	$379K	Buy	5,832 +4,511	+341%	+$265K	0.01%	805
2021 Q3	$70K	Buy	1,321 +485	+58%	+$27.8K	﹤0.01%	1336
2021 Q2	$47K	Sell	836 -5,166	-86%	-$294K	﹤0.01%	1510
2021 Q1	$315K	Buy	+6,002	New	+$313K	0.01%	839

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