KIM
AGR

Kestra Investment Management’s Avangrid, Inc. AGR Stock Holding History

Kestra Investment 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
-15,455
Closed -$553K – 1162
2024
Q3 		$553K Buy
+15,455
New +$552K 0.02% 199

Other funds holding AGR

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Kestra Investment Management's AGR Position: Q4 2024 in Review

Kestra Investment Management sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 15,455 shares — an estimated $553K sold.

Kestra Investment Management first reported a position in AGR in Q3 2024 and held it in 1 quarter. The position peaked at $553K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • Kestra Investment Management reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • Kestra Investment Management sold 15,455 Avangrid, Inc. shares in Q4 2024, an estimated $553K.
  • Kestra Investment Management first reported a position in Avangrid, Inc. in Q3 2024 and held it in 1 quarter.
  • Kestra Investment Management's Avangrid, Inc. position peaked at $553K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Kestra Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.