Syon Capital’s National Grid NGG Stock Holding History

Syon Capital’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	$1.39M	Buy	16,482 +101	+0.6%	+$8.7K	0.07%	218
2025 Q4	$1.27M	Buy	16,381 +1,739	+12%	+$131K	0.06%	231
2025 Q3	$1.05M	Buy	14,642 +4,853	+50%	+$340K	0.06%	245
2025 Q2	$718K	Buy	9,789 +651	+7%	+$44.7K	0.05%	287
2025 Q1	$574K	Buy	9,138 +1,003	+12%	+$58.9K	0.05%	285
2024 Q4	$463K	Sell	8,135 -3,948	-33%	-$238K	0.04%	301
2024 Q3	$793K	Sell	12,083 -2,048	-14%	-$126K	0.07%	204
2024 Q2	$756K	Sell	14,131 -3,338	-19%	-$201K	0.07%	194
2024 Q1	$1.12M	Sell	17,469 -11,302	-39%	-$715K	0.11%	137
2023 Q4	$1.84M	Buy	28,771 +17,932	+165%	+$1.07M	0.08%	161
2023 Q3	$619K	Buy	+10,839	New	+$655K	0.08%	156

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