Summit Global Investments’s National Grid NGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.99M Buy
53,559
+7,289
+16% +$542K 0.24% 72
2025
Q1
$2.95M Sell
46,270
-77,573
-63% -$4.95M 0.21% 70
2024
Q4
$7.15M Buy
123,843
+76,643
+162% +$4.42M 0.45% 54
2024
Q3
$3.14M Buy
47,200
+40,258
+580% +$2.68M 0.2% 96
2024
Q2
$377K Sell
6,942
-5,432
-44% -$295K 0.03% 390
2024
Q1
$807K Sell
12,374
-3,774
-23% -$246K 0.06% 253
2023
Q4
$1.05M Buy
+16,148
New +$1.05M 0.07% 233