Mount Yale Investment Advisors »

National Grid shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment Advisors investment in National Grid

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in National Grid by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $466k 7.7k 60.63
2023-06-30 $490k 7.3k 67.33
2023-03-31 $457k 6.7k 67.99
2022-12-31 $257k 4.3k 60.32
2022-09-30 $312k 6.1k 51.49
2022-06-30 $347k 5.4k 64.71
2018-09-30 $82k 1.5k 55.67
2018-06-30 $55k 980 56.12
2018-03-31 $42k 746 56.30