SFG
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Steward Financial Group’s National Grid NGG Stock Holding History

Steward Financial Group’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
2023
Q3 		$10K Hold
180
– – ﹤0.01% 386
2023
Q2 		$11K Buy
+180
New +$11.8K ﹤0.01% 356
2022
Q3 		– Sell
-12
Closed – – 883
2022
Q2 		$0 Buy
+12
New +$794 ﹤0.01% 1230

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steward Financial Group's NGG Position: Q3 2023 in Review

Steward Financial Group held its National Grid (NGG) position steady in Q3 2023 at 180 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Steward Financial Group first reported a position in NGG in Q2 2022 and has held it in 3 quarters since. The position peaked at $11K in Q2 2023. 402 funds tracked by Wall St. Rank hold NGG as of Q3 2023.

  • Steward Financial Group held 180 shares of National Grid worth $10K as of Q3 2023.
  • Steward Financial Group left its National Grid share count unchanged in Q3 2023.
  • National Grid made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #386 holding.
  • Steward Financial Group first reported a position in National Grid in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's National Grid position peaked at $11K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held National Grid as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.