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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
2025-03-31 $209k 3.2k 65.61
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)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Progressive Corporation (PGR)

View all positions for Aurum Wealth Management Group

Top funds holding National Grid

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View all funds holding National Grid