Vise Technologies’s National Grid NGG Stock Holding History

Vise Technologies’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	$1.98M	Hold	25,655	–	–	0.04%	368
2025 Q4	$1.98M	Buy	25,655 +9,910	+63%	+$745K	0.04%	369
2025 Q3	$1.13M	Buy	15,745 +1,482	+10%	+$104K	0.04%	398
2025 Q2	$1.05M	Buy	+14,263	New	+$980K	0.04%	423
2024 Q4	$656K	Buy	11,532 +2,516	+28%	+$151K	0.05%	350
2024 Q3	$592K	Buy	9,016 +2,998	+50%	+$184K	0.08%	254
2024 Q2	$322K	Sell	6,018 -5,229	-46%	-$315K	0.06%	299
2024 Q1	$723K	Buy	11,247 +713	+7%	+$45.1K	0.14%	151
2023 Q4	$675K	Sell	10,534 -700	-6%	-$41.8K	0.15%	147
2023 Q3	$642K	Sell	11,234 -462	-4%	-$27.9K	0.16%	138
2023 Q2	$742K	Buy	11,696 +1,532	+15%	+$100K	0.18%	124
2023 Q1	$651K	Buy	10,164 +2,340	+30%	+$140K	0.17%	133
2022 Q4	$445K	Buy	7,824 +1,532	+24%	+$81.9K	0.14%	166
2022 Q3	$300K	Buy	6,292 +2,228	+55%	+$134K	0.11%	209
2022 Q2	$244K	Buy	4,064 +928	+30%	+$61.4K	0.09%	242
2022 Q1	$217K	Buy	+3,136	New	+$208K	0.08%	219

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