LI
AGR

LRI Investments’s Avangrid, Inc. AGR Stock Holding History

LRI Investments’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
-3,626
Closed -$130K – 1173
2024
Q3 		$130K Hold
3,626
– – 0.01% 363
2024
Q2 		$129K Hold
3,626
– – 0.01% 337
2024
Q1 		$132K Buy
+3,626
New +$118K 0.03% 166

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

LRI Investments's AGR Position: Q4 2024 in Review

LRI Investments sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 3,626 shares — an estimated $130K sold.

LRI Investments first reported a position in AGR in Q1 2024 and held it in 3 quarters. The position peaked at $132K in Q1 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • LRI Investments reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • LRI Investments sold 3,626 Avangrid, Inc. shares in Q4 2024, an estimated $130K.
  • LRI Investments first reported a position in Avangrid, Inc. in Q1 2024 and held it in 3 quarters.
  • LRI Investments's Avangrid, Inc. position peaked at $132K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on LRI Investments's 13F filing for Q4 2024, filed 14 Feb 2025.