Navis Wealth Advisors »

National Grid shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth Advisors investment in National Grid

Tip: Access up to 7 years of quarterly data

All positions including National Grid held by Navis Wealth 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $323k 4.2k 77.35

More positions owned by Navis Wealth Advisors

Symbotic Class A Com (SYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Zscaler Incorporated (ZS)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Avis Budget (CAR)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)

View all positions for Navis Wealth Advisors

Top funds holding National Grid

FMR
Federated Investors
40 North Industries
Renaissance Technologies
Natixis Asset Management Advisors
Royal Bank of Canada
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Raymond James Financial
Wells Fargo & Company
Northern Trust
BlackRock
LPL Financial
Clark Capital Management Group

View all funds holding National Grid