Trust Point Inc’s National Grid NGG Stock Holding History

Trust Point Inc’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 Q2	$720K	Buy	8,694 +681	+8%	+$57.9K	0.06%	164
2026 Q1	$678K	Buy	8,013 +301	+4%	+$25.9K	0.06%	178
2025 Q4	$597K	Buy	7,712 +1,749	+29%	+$132K	0.05%	191
2025 Q3	$427K	Buy	5,963 +815	+16%	+$57.2K	0.03%	268
2025 Q2	$378K	Buy	5,148 +516	+11%	+$35.5K	0.04%	243
2025 Q1	$291K	Sell	4,632 -22	-0.5%	-$1.29K	0.03%	349
2024 Q4	$265K	Buy	4,654 +53	+1%	+$3.19K	0.02%	466
2024 Q3	$302K	Sell	4,601 -482	-9%	-$29.5K	0.02%	396
2024 Q2	$272K	Sell	5,083 -119	-2%	-$7.17K	0.02%	396
2024 Q1	$334K	Buy	5,202 +35	+0.7%	+$2.21K	0.03%	383
2023 Q4	$331K	Buy	+5,167	New	+$308K	0.03%	372

Other funds holding NGG

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return