WWMSC
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Wagner Wealth Management (South Carolina)’s National Grid NGG Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Hold
0
– – – 563
2022
Q3 		– Sell
-302
Closed -$18.2K – 748
2022
Q2 		$18K Buy
+302
New +$20K 0.01% 345
2022
Q1 		– Sell
-311
Closed -$20K – 500
2021
Q4 		$20K Sell
311
-6
-2% -$352 0.02% 396
2021
Q3 		$18K Hold
317
– – 0.01% 390
2021
Q2 		$18K Hold
317
– – 0.01% 404
2021
Q1 		$17K Buy
+317
New +$16.5K 0.01% 385
2018
Q1 		– Hold
0
– -$11K – 738
2017
Q4 		– Hold
0
– – – 395

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return