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Wealthspire Advisors (New York)’s National Grid NGG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-905
Closed -$64.8K – 2222
2025
Q3 		$64.8K Buy
+905
New +$63.5K ﹤0.01% 1145
2019
Q1 		– Sell
-227
Closed -$10K – 537
2018
Q4 		$10K Buy
+227
New +$10.6K ﹤0.01% 508

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s NGG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of National Grid (NGG) in Q4 2025, closing a stake of 905 shares — an estimated $64.8K sold.

Wealthspire Advisors (New York) first reported a position in NGG in Q4 2018 and held it in 2 quarters. The position peaked at $64.8K in Q3 2025. 542 funds tracked by Wall St. Rank hold NGG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining National Grid position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 905 National Grid shares in Q4 2025, an estimated $64.8K.
  • Wealthspire Advisors (New York) first reported a position in National Grid in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s National Grid position peaked at $64.8K in Q3 2025.
  • 542 funds tracked by Wall St. Rank held National Grid as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.