Sunbelt Securities’s National Grid NGG Stock Holding History

Sunbelt Securities’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
2026 Q1	$13.9K	Buy	164 +2	+1%	+$172	﹤0.01%	1407
2025 Q4	$12.5K	Sell	162 -149	-48%	-$11.2K	﹤0.01%	1388
2025 Q3	$22.3K	Buy	311 +29	+10%	+$2.03K	﹤0.01%	1231
2025 Q2	$16.5K	Sell	282 -13	-4%	-$893	﹤0.01%	1201
2025 Q1	$18.5K	Buy	295 +5	+2%	+$294	﹤0.01%	1139
2024 Q4	$16.5K	Sell	290 -8	-3%	-$481	﹤0.01%	1202
2024 Q3	$19.6K	Buy	298 +295	+9,833%	+$18.1K	﹤0.01%	1175
2024 Q2	$170	Hold	3	–	–	﹤0.01%	1710
2024 Q1	$205	Hold	3	–	–	﹤0.01%	1675
2023 Q4	$204	Hold	3	–	–	﹤0.01%	1634
2023 Q3	$182	Hold	3	–	–	﹤0.01%	1701
2023 Q2	$202	Hold	3	–	–	﹤0.01%	1630
2023 Q1	$202	Buy	+3	New	+$180	﹤0.01%	1590
2022 Q1	–	Sell	-3,338	Closed	-$220K	–	476
2021 Q4	$220K	Buy	+3,338	New	+$196K	0.04%	428
2020 Q1	–	Sell	-5,001	Closed	-$277K	–	553
2019 Q4	$277K	Hold	5,001	–	–	0.03%	464
2019 Q3	$239K	Buy	+5,001	New	+$231K	0.03%	477

Other funds holding NGG

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return