Truvestments Capital’s National Grid NGG Stock Holding History

Truvestments 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	$93.4K	Hold	1,104	–	–	0.02%	394
2025 Q4	$85.4K	Sell	1,104 -16	-1%	-$1.2K	0.02%	365
2025 Q3	$80.2K	Buy	1,120 +15	+1%	+$1.05K	0.01%	377
2025 Q2	$81K	Sell	1,105 -32	-3%	-$2.2K	0.02%	318
2025 Q1	$71.4K	Buy	+1,137	New	+$66.8K	0.02%	336
2021 Q2	–	Sell	-702	Closed	-$37K	–	673
2021 Q1	$37K	Hold	702	–	–	0.02%	309
2020 Q4	$37K	Hold	702	–	–	0.03%	296
2020 Q3	$36K	Sell	702 -105	-13%	-$5.27K	0.03%	199
2020 Q2	$43K	Hold	807	–	–	0.04%	223
2020 Q1	$41K	Buy	+807	New	+$44.6K	0.05%	194
2019 Q4	–	Sell	-1,032	Closed	-$49K	–	422
2019 Q3	$49K	Hold	1,032	–	–	0.03%	265
2019 Q2	$49K	Hold	1,032	–	–	0.03%	284
2019 Q1	$51K	Buy	+1,032	New	+$50K	0.04%	267
2018 Q3	$47K	Buy	+1,032	New	+$49.1K	0.02%	398

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 $871B 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 $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

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