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National Grid shares owned by PDS Planning

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

Historical chart of PDS Planning investment in National Grid

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in National Grid by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $214k 3.1k 69.67
2024-03-31 $210k 3.1k 68.22

More positions owned by PDS Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Abbvie (ABBV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for PDS Planning

Top funds holding National Grid

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

View all funds holding National Grid