NGG — NATIONAL GRID PLC SPONSORED ADR NE

Ownership history in Schechter Investment Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Schechter Investment Advisors, LLC reported a position in NATIONAL GRID PLC SPONSORED ADR NE (NGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2024 Q3)
Avg. % of fund
0.02%
First filed
2024 Q1
Last filed
2024 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 4,044 -123 -3.0% 0.02% $240K $56.93
2024 Q3 ADDED 4,167 +610 +17.1% 0.02% $290K $65.67
2024 Q2 REDUCED 3,557 -325 -8.4% 0.02% $202K $53.54
2024 Q1 INITIATED 3,882 — — 0.02% $265K —
% of Fund (quarterly)    NGG price (monthly, adj. close)

Other funds also holding NGG

As of 2025 Q4 — sorted by position size

Standard Investments LLC 3Y 7Y 9.58% M. Kulyk & Associates, LLC 3Y 1.29% Guardian Partners Inc. 1.22% Old Port Advisors 3Y 7Y 0.96% Raleigh Capital Management Inc. 3Y 0.95% Gilman Hill Asset Management, LLC 3Y 7Y 0.79% CAUSEWAY CAPITAL MANAGEMENT LLC 3Y 7Y 0.76% ALBERT D MASON INC 3Y 7Y 0.74% Henry James International Management Inc. 3Y 7Y 0.74% JCIC Asset Management Inc. 3Y 7Y 0.72%
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