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National Grid shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of National Grid (NGG) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in National Grid

Tip: Access up to 7 years of quarterly data

All positions including National Grid held by Aurum Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in National Grid by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 3.0k 69.67
2023-06-30 $206k 3.1k 67.33
2022-03-31 $203k 2.6k 76.69
2021-12-31 $201k 2.8k 72.35

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Cef Muni Income (XMPT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Aurum Wealth Management Group

Top funds holding National Grid

Bank of America Corporation
Renaissance Technologies
Federated Investors
Morgan Stanley
Royal Bank of Canada
Goldman Sachs Group
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Envestnet Asset Management
Raymond James & Associates
Wells Fargo & Company
Merewether Investment Management
Ausbil Investment Management
LPL Financial
Nuveen Asset Management

View all funds holding National Grid