HPM
AGR

Hoxton Planning & Management’s Avangrid, Inc. AGR Stock Holding History

Hoxton Planning & 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
-7,586
Closed -$272K – 215
2024
Q3 		$272K Buy
7,586
+34
+0.5% +$1.21K 0.11% 163
2024
Q2 		$268K Buy
7,552
+1,619
+27% +$58.4K 0.12% 126
2024
Q1 		$216K Buy
+5,933
New +$194K 0.1% 148

Other funds holding AGR

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

Hoxton Planning & Management's AGR Position: Q4 2024 in Review

Hoxton Planning & Management sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 7,586 shares — an estimated $272K sold.

Hoxton Planning & Management first reported a position in AGR in Q1 2024 and held it in 3 quarters. The position peaked at $272K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • Hoxton Planning & Management reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • Hoxton Planning & Management sold 7,586 Avangrid, Inc. shares in Q4 2024, an estimated $272K.
  • Hoxton Planning & Management first reported a position in Avangrid, Inc. in Q1 2024 and held it in 3 quarters.
  • Hoxton Planning & Management's Avangrid, Inc. position peaked at $272K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Hoxton Planning & Management's 13F filing for Q4 2024, filed 8 Sep 2025.