Evergreen Capital Management’s Avangrid, Inc. AGR Stock Holding History

Evergreen Capital Management’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	-11,986	Closed	-$434K	–	1128
2024 Q3	$434K	Sell	11,986 -75	-0.6%	-$2.68K	0.01%	559
2024 Q2	$434K	Sell	12,061 -5,330	-31%	-$192K	0.02%	511
2024 Q1	$638K	Buy	17,391 +8,420	+94%	+$275K	0.02%	381
2023 Q4	$295K	Sell	8,971 -567	-6%	-$17.7K	0.01%	602
2023 Q3	$290K	Buy	+9,538	New	+$337K	0.01%	561
2023 Q1	–	Sell	-6,945	Closed	-$300K	–	766
2022 Q4	$300K	Buy	+6,945	New	+$288K	0.01%	486

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

Evergreen Capital Management's AGR Position: Q4 2024 in Review

Evergreen Capital Management sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 11,986 shares — an estimated $434K sold.

Evergreen Capital Management first reported a position in AGR in Q4 2022 and held it in 6 quarters. The position peaked at $638K in Q1 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

Evergreen Capital Management reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
Evergreen Capital Management sold 11,986 Avangrid, Inc. shares in Q4 2024, an estimated $434K.
Evergreen Capital Management first reported a position in Avangrid, Inc. in Q4 2022 and held it in 6 quarters.
Evergreen Capital Management's Avangrid, Inc. position peaked at $638K in Q1 2024.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Evergreen Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.