Empower Advisory Group’s Avangrid, Inc. AGR Stock Holding History

Empower Advisory Group’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	-363,399	Closed	-$13M	–	523
2024 Q3	$13M	Buy	363,399 +1,983	+0.5%	+$70.8K	0.04%	150
2024 Q2	$12.8M	Sell	361,416 -1,060	-0.3%	-$38.2K	0.05%	146
2024 Q1	$13.2M	Buy	362,476 +27,090	+8%	+$885K	0.05%	146
2023 Q4	$10.9M	Buy	335,386 +78,100	+30%	+$2.43M	0.04%	165
2023 Q3	$7.76M	Sell	257,286 -49,958	-16%	-$1.77M	0.03%	167
2023 Q2	$11.6M	Buy	307,244 +5,272	+2%	+$207K	0.05%	156
2023 Q1	$11.8M	Buy	+301,972	New	+$12.3M	0.05%	154

Other funds holding AGR

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

Empower Advisory Group's AGR Position: Q4 2024 in Review

Empower Advisory Group sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 363,399 shares — an estimated $13M sold.

Empower Advisory Group first reported a position in AGR in Q1 2023 and held it in 7 quarters. The position peaked at $13.2M in Q1 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Empower Advisory Group reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Empower Advisory Group sold 363,399 Avangrid, Inc. shares in Q4 2024, an estimated $13M.
Empower Advisory Group first reported a position in Avangrid, Inc. in Q1 2023 and held it in 7 quarters.
Empower Advisory Group's Avangrid, Inc. position peaked at $13.2M in Q1 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Empower Advisory Group's 13F filing for Q4 2024, filed 31 Jan 2025.