Everett Harris & Co’s Avangrid, Inc. AGR Stock Holding History

Everett Harris & Co’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	-11,000	Closed	-$394K	–	286
2024 Q3	$394K	Hold	11,000	–	–	﹤0.01%	205
2024 Q2	$391K	Hold	11,000	–	–	0.01%	200
2024 Q1	$401K	Buy	+11,000	New	+$359K	0.01%	199

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

Everett Harris & Co's AGR Position: Q4 2024 in Review

Everett Harris & Co sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 11,000 shares — an estimated $394K sold.

Everett Harris & Co first reported a position in AGR in Q1 2024 and held it in 3 quarters. The position peaked at $401K in Q1 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Everett Harris & Co reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Everett Harris & Co sold 11,000 Avangrid, Inc. shares in Q4 2024, an estimated $394K.
Everett Harris & Co first reported a position in Avangrid, Inc. in Q1 2024 and held it in 3 quarters.
Everett Harris & Co's Avangrid, Inc. position peaked at $401K in Q1 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Everett Harris & Co's 13F filing for Q4 2024, filed 24 Jan 2025.