True Wealth Design’s National Grid NGG Stock Holding History

True Wealth Design’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	$34.9K	Buy	413 +117	+40%	+$10.1K	0.01%	512
2025 Q4	$22.9K	Sell	296 -2	-0.7%	-$150	0.01%	566
2025 Q3	$21.4K	Buy	298 +262	+728%	+$18.4K	0.01%	585
2025 Q2	$2.6K	Buy	36 +2	+6%	+$137	﹤0.01%	1069
2025 Q1	$2.17K	Hold	34	–	–	﹤0.01%	982
2024 Q4	$1.96K	Buy	34 +4	+13%	+$241	﹤0.01%	742
2024 Q3	$1.95K	Hold	30	–	–	﹤0.01%	795
2024 Q2	$1.59K	Buy	30 +6	+25%	+$362	﹤0.01%	397
2024 Q1	$1.57K	Buy	24 +10	+71%	+$633	﹤0.01%	376
2023 Q4	$884	Hold	14	–	–	﹤0.01%	375
2023 Q3	$789	Hold	14	–	–	﹤0.01%	347
2023 Q2	$876	Hold	14	–	–	﹤0.01%	344
2023 Q1	$884	Hold	14	–	–	﹤0.01%	425
2022 Q4	$784	Buy	+14	New	+$748	﹤0.01%	370

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