WFA Asset Management’s National Grid NGG Stock Holding History

WFA Asset 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
2025 Q3	$44K	Buy	640 +19	+3%	+$1.33K	0.02%	108
2025 Q2	$34.8K	Sell	621 -18	-3%	-$1.24K	0.02%	114
2025 Q1	$41.7K	Sell	639 -20	-3%	-$1.18K	0.02%	111
2024 Q4	$37.5K	Sell	659 -11	-2%	-$662	0.02%	130
2024 Q3	$44K	Buy	670 +21	+3%	+$1.29K	0.02%	109
2024 Q2	$34.8K	Hold	649	–	–	0.02%	115
2024 Q1	$41.7K	Buy	649 +8	+1%	+$506	0.02%	112
2023 Q4	$41.1K	Hold	641	–	–	0.02%	102
2023 Q3	$36.6K	Sell	641 -162	-20%	-$9.79K	0.02%	110
2023 Q2	$51K	Hold	803	–	–	0.03%	94
2023 Q1	$51.5K	Buy	803 +13	+2%	+$779	0.03%	95
2022 Q4	$44.9K	Sell	790 -13	-2%	-$695	0.03%	93
2022 Q3	$38.4K	Buy	803 +23	+3%	+$1.38K	0.03%	97
2022 Q2	$46.8K	Sell	780 -24	-3%	-$1.59K	0.03%	92
2022 Q1	$55.6K	Buy	804 +15	+2%	+$994	0.04%	92
2021 Q4	$51.4K	Buy	+789	New	+$46.3K	0.03%	93

Other funds holding NGG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

WFA Asset Management's NGG Position: Q3 2025 in Review

WFA Asset Management increased its National Grid (NGG) stake by 3.1% in Q3 2025, buying an estimated $1.33K and bringing the position to 640 shares worth $44K. The position accounts for 0.02% of the portfolio, ranked #108.

WFA Asset Management first reported a position in NGG in Q4 2021 and has held it in 16 quarters since. The position peaked at $55.6K in Q1 2022. 507 funds tracked by Wall St. Rank hold NGG as of Q3 2025.

WFA Asset Management held 640 shares of National Grid worth $44K as of Q3 2025.
WFA Asset Management bought 19 National Grid shares in Q3 2025, an estimated $1.33K.
National Grid made up 0.02% of WFA Asset Management's portfolio in Q3 2025, its #108 holding.
WFA Asset Management first reported a position in National Grid in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's National Grid position peaked at $55.6K in Q1 2022.
507 funds tracked by Wall St. Rank held National Grid as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.