Broadwater Capital’s Avangrid, Inc. AGR Stock Holding History

Broadwater Capital’s Portfolio AGR Stock Details AGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,000	Closed	-$215K	–	240
2024 Q3	$215K	Hold	6,000	–	–	0.16%	77
2024 Q2	$213K	Hold	6,000	–	–	0.16%	78
2024 Q1	$219K	Hold	6,000	–	–	0.17%	76
2023 Q4	$194K	Buy	+6,000	New	+$187K	0.15%	81

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Broadwater Capital's AGR Position: Q4 2024 in Review

Broadwater Capital sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 6,000 shares — an estimated $215K sold.

Broadwater Capital first reported a position in AGR in Q4 2023 and held it in 4 quarters. The position peaked at $219K in Q1 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Broadwater Capital reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Broadwater Capital sold 6,000 Avangrid, Inc. shares in Q4 2024, an estimated $215K.
Broadwater Capital first reported a position in Avangrid, Inc. in Q4 2023 and held it in 4 quarters.
Broadwater Capital's Avangrid, Inc. position peaked at $219K in Q1 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Broadwater Capital's 13F filing for Q4 2024, filed 31 Oct 2025.