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Summit Securities Group’s National Grid NGG Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-5,368
Closed -$337K – 1308
2025
Q1 		$337K Buy
+5,368
New +$315K 0.05% 138
2024
Q4 		– Sell
-97
Closed -$1K – 819
2024
Q3 		$1K Sell
97
-9,880
-99% -$605K ﹤0.01% 518
2024
Q2 		$678K Buy
9,977
+7,990
+402% +$482K 0.13% 86
2024
Q1 		$128K Buy
+1,987
New +$126K 0.02% 183
2023
Q2 		– Sell
-13,006
Closed -$833K – 1028
2023
Q1 		$833K Buy
+13,006
New +$779K 0.07% 104
2015
Q1 		– Sell
-104
Closed -$7K – 561
2014
Q4 		$7K Buy
+104
New +$7.23K ﹤0.01% 481

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Summit Securities Group's NGG Position: Q2 2025 in Review

Summit Securities Group sold out of National Grid (NGG) in Q2 2025, closing a stake of 5,368 shares — an estimated $337K sold.

Summit Securities Group first reported a position in NGG in Q4 2014 and held it in 6 quarters. The position peaked at $833K in Q1 2023. 502 funds tracked by Wall St. Rank hold NGG as of Q2 2025.

  • Summit Securities Group reported no remaining National Grid position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 5,368 National Grid shares in Q2 2025, an estimated $337K.
  • Summit Securities Group first reported a position in National Grid in Q4 2014 and held it in 6 quarters.
  • Summit Securities Group's National Grid position peaked at $833K in Q1 2023.
  • 502 funds tracked by Wall St. Rank held National Grid as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.