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WR Wealth Planners’s National Grid NGG Stock Holding History

WR Wealth Planners’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
Q4 		$2.67K Buy
47
+3
+7% +$181 ﹤0.01% 807
2024
Q3 		$2.86K Sell
44
-3
-6% -$184 ﹤0.01% 832
2024
Q2 		$2.5K Sell
47
-42
-47% -$2.53K ﹤0.01% 839
2024
Q1 		$5.73K Buy
+89
New +$5.63K ﹤0.01% 693
2023
Q4 		– Sell
-37
Closed -$2.12K – 615
2023
Q3 		$2.12K Buy
+37
New +$2.24K ﹤0.01% 773

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WR Wealth Planners's NGG Position: Q4 2024 in Review

WR Wealth Planners increased its National Grid (NGG) stake by 6.8% in Q4 2024, buying an estimated $181 and bringing the position to 47 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

WR Wealth Planners first reported a position in NGG in Q3 2023 and has held it in 5 quarters since. The position peaked at $5.73K in Q1 2024. 450 funds tracked by Wall St. Rank hold NGG as of Q4 2024.

  • WR Wealth Planners held 47 shares of National Grid worth $2.67K as of Q4 2024.
  • WR Wealth Planners bought 3 National Grid shares in Q4 2024, an estimated $181.
  • National Grid made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #807 holding.
  • WR Wealth Planners first reported a position in National Grid in Q3 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's National Grid position peaked at $5.73K in Q1 2024.
  • 450 funds tracked by Wall St. Rank held National Grid as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.