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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
2024-03-31 $210k 3.1k 68.22

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
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)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

Top funds holding National Grid

Bank of America Corporation
Federated Investors
FMR
Morgan Stanley
Goldman Sachs Group
Royal Bank of Canada
Jpmorgan Chase & Co
Envestnet Asset Management
Wells Fargo & Company
Raymond James & Associates
LPL Financial
BlackRock
Clark Capital Management Group
Dimensional Fund Advisors
Nuveen Asset Management

View all funds holding National Grid