Sunpointe’s National Grid NGG Stock Holding History

Sunpointe’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	$324K	Sell	3,824 -1,358	-26%	-$117K	0.11%	192
2025 Q4	$406K	Sell	5,182 -151	-3%	-$11.4K	0.13%	156
2025 Q3	$382K	Sell	5,333 -84	-2%	-$5.89K	0.14%	156
2025 Q2	$408K	Sell	5,417 -158	-3%	-$10.9K	0.16%	131
2025 Q1	$350K	Buy	5,575 +444	+9%	+$26.1K	0.19%	105
2024 Q4	$297K	Buy	5,131 +26	+0.5%	+$1.56K	0.15%	129
2024 Q3	$335K	Buy	5,105 +8	+0.2%	+$490	0.28%	94
2024 Q2	$288K	Sell	5,097 -1,016	-17%	-$61.3K	0.19%	111
2024 Q1	$393K	Buy	6,113 +650	+12%	+$41.1K	0.44%	70
2023 Q4	$356K	Buy	+5,463	New	+$326K	0.45%	72

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