Summit Wealth Group’s National Grid NGG Stock Holding History

Summit Wealth 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 Q2	–	Sell	-18,470	Closed	–	–	196
2023 Q1	$0	Buy	+18,470	New	+$1.11M	﹤0.01%	225

Other funds holding NGG

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Wealth Group's NGG Position: Q2 2023 in Review

Summit Wealth Group sold out of National Grid (NGG) in Q2 2023, closing a stake of 18,470 shares.

Summit Wealth Group first reported a position in NGG in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 405 funds tracked by Wall St. Rank hold NGG as of Q2 2023.

Summit Wealth Group reported no remaining National Grid position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 18,470 National Grid shares in Q2 2023.
Summit Wealth Group first reported a position in National Grid in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's National Grid position peaked at $0 in Q1 2023.
405 funds tracked by Wall St. Rank held National Grid as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.