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Stonebridge Financial Group (Pennsylvania)’s National Grid NGG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q1 		– Sell
-183
Closed -$10.4K – 1024
2024
Q4 		$10.4K Buy
+183
New +$11K ﹤0.01% 587

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s NGG Position: Q1 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of National Grid (NGG) in Q1 2025, closing a stake of 183 shares — an estimated $10.4K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in NGG in Q4 2024 and held it in 1 quarter. The position peaked at $10.4K in Q4 2024. 467 funds tracked by Wall St. Rank hold NGG as of Q1 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining National Grid position as of Q1 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 183 National Grid shares in Q1 2025, an estimated $10.4K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in National Grid in Q4 2024 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s National Grid position peaked at $10.4K in Q4 2024.
  • 467 funds tracked by Wall St. Rank held National Grid as of Q1 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q1 2025, filed 25 Apr 2025.