Tyler-Stone Wealth Management’s National Grid NGG Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-37	Closed	-$1.99K	–	718
2024 Q2	$1.99K	Hold	37	–	–	﹤0.01%	854
2024 Q1	$2.39K	Hold	37	–	–	﹤0.01%	828
2023 Q4	$2.38K	Hold	37	–	–	﹤0.01%	797
2023 Q3	$2K	Hold	37	–	–	﹤0.01%	824
2023 Q2	$2K	Buy	+37	New	+$2.43K	﹤0.01%	812
2022 Q4	$2K	Sell	37 -1	-3%	-$53	﹤0.01%	760
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	756
2022 Q2	$2K	Sell	38 -1	-3%	-$66	﹤0.01%	768
2022 Q1	$3K	Hold	39	–	–	﹤0.01%	724
2021 Q4	$3K	Buy	+39	New	+$2.29K	﹤0.01%	766

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return