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National Grid shares owned by LVW Advisors

Quarter-by-quarter ownership of National Grid (NGG) shares owned by LVW Advisors from 13F filings

Historical chart of LVW Advisors investment in National Grid

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All positions including National Grid held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in National Grid by LVW Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $300k 4.3k 69.68
2024-06-30 $274k 4.8k 56.80
2024-03-31 $323k 4.7k 68.22

More positions owned by LVW Advisors

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Ishares Tr 0-5 Yr Tips Etf (STIP)
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Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Total Usd (IUSB)

View all positions for LVW Advisors

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