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Tompkins Financial’s National Grid NGG Stock Holding History

Tompkins Financial’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
2024
Q4 		– Sell
-139
Closed -$9.13K – 571
2024
Q3 		$9.13K Buy
+139
New +$8.52K ﹤0.01% 480
2018
Q4 		– Sell
-88
Closed -$4K – 416
2018
Q3 		$4K Buy
+88
New +$4.19K ﹤0.01% 391

Other funds holding NGG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Tompkins Financial's NGG Position: Q4 2024 in Review

Tompkins Financial sold out of National Grid (NGG) in Q4 2024, closing a stake of 139 shares — an estimated $9.13K sold.

Tompkins Financial first reported a position in NGG in Q3 2018 and held it in 2 quarters. The position peaked at $9.13K in Q3 2024. 450 funds tracked by Wall St. Rank hold NGG as of Q4 2024.

  • Tompkins Financial reported no remaining National Grid position as of Q4 2024 after selling out during the quarter.
  • Tompkins Financial sold 139 National Grid shares in Q4 2024, an estimated $9.13K.
  • Tompkins Financial first reported a position in National Grid in Q3 2018 and held it in 2 quarters.
  • Tompkins Financial's National Grid position peaked at $9.13K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held National Grid as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.