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National Grid shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of National Grid (NGG) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory investment in National Grid

Tip: Access up to 7 years of quarterly data

All positions including National Grid held by Capital Directions Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in National Grid by Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $13k 210 60.32
2022-09-30 $0 0 0.00
2022-06-30 $14k 210 66.67

More positions owned by Capital Directions Investment Advisory

SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Russell 2000 Index (IWM)
SPDR DJ Wilshire Small Cap Growth (SLYG)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares S&P MidCap 400 Growth (IJK)
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 3000 Index (IWV)
iShares Russell 2000 Value Index (IWN)
Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Growth Index (IWO)
Ishares Inc core msci emkt (IEMG)

View all positions for Capital Directions Investment Advisory

Top funds holding National Grid

Bank of America Corporation
Federated Investors
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James & Associates
Wells Fargo & Company
Dimensional Fund Advisors
Nomura Holdings
Bank Of Montreal
Neuberger Berman Group
Branch Banking & Trust Company
Citadel Advisors
Connor, Clark & Lunn Investment Management
Stifel Financial

View all funds holding National Grid