Sutton Wealth Advisors’s National Grid NGG Stock Holding History

Sutton Wealth Advisors’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 Q3	–	Sell	-18	Closed	-$1.15K	–	880
2023 Q2	$1.15K	Hold	18	–	–	﹤0.01%	766
2023 Q1	$1.16K	Hold	18	–	–	﹤0.01%	713
2022 Q4	$1.02K	Hold	18	–	–	﹤0.01%	1318
2022 Q3	$876	Hold	18	–	–	﹤0.01%	1327
2022 Q2	$1.1K	Sell	18 -1	-5%	-$66	﹤0.01%	1259
2022 Q1	$1.31K	Hold	19	–	–	﹤0.01%	1273
2021 Q4	$1.23K	Hold	19	–	–	﹤0.01%	1281
2021 Q3	$1.01K	Hold	19	–	–	﹤0.01%	1245
2021 Q2	$1.09K	Hold	19	–	–	﹤0.01%	1223
2021 Q1	$1.01K	Hold	19	–	–	﹤0.01%	1202
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	1182
2020 Q3	$982	Hold	19	–	–	﹤0.01%	1143
2020 Q2	$1.03K	Hold	19	–	–	﹤0.01%	1120
2020 Q1	$991	Hold	19	–	–	﹤0.01%	1093
2019 Q4	$1.06K	Hold	19	–	–	﹤0.01%	1112
2019 Q3	$920	Hold	19	–	–	﹤0.01%	1118
2019 Q2	$904	Hold	19	–	–	﹤0.01%	1106
2019 Q1	$949	Hold	19	–	–	﹤0.01%	1113
2018 Q4	$816	Sell	19 -382	-95%	-$17.8K	﹤0.01%	1055
2018 Q3	$18.4K	Hold	401	–	–	0.01%	618
2018 Q2	$19.8K	Hold	401	–	–	0.01%	591
2018 Q1	$20K	Hold	401	–	–	0.01%	569
2017 Q4	$20.9K	Hold	401	–	–	0.02%	543
2017 Q3	$22.3K	Hold	401	–	–	0.02%	512
2017 Q2	$22.3K	Sell	401 -1	-0.2%	-$61	0.02%	480
2017 Q1	$24.6K	Hold	402	–	–	0.02%	438
2016 Q4	$22.6K	Hold	402	–	–	0.02%	455
2016 Q3	$27.6K	Hold	402	–	–	0.03%	380
2016 Q2	$28.8K	Hold	402	–	–	0.03%	344
2016 Q1	$27.7K	Buy	+402	New	+$26.9K	0.03%	353

Other funds holding NGG

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sutton Wealth Advisors's NGG Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of National Grid (NGG) in Q3 2023, closing a stake of 18 shares — an estimated $1.15K sold.

Sutton Wealth Advisors first reported a position in NGG in Q1 2016 and held it in 30 quarters. The position peaked at $28.8K in Q2 2016. 402 funds tracked by Wall St. Rank hold NGG as of Q3 2023.

Sutton Wealth Advisors reported no remaining National Grid position as of Q3 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 18 National Grid shares in Q3 2023, an estimated $1.15K.
Sutton Wealth Advisors first reported a position in National Grid in Q1 2016 and held it in 30 quarters.
Sutton Wealth Advisors's National Grid position peaked at $28.8K in Q2 2016.
402 funds tracked by Wall St. Rank held National Grid as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.