New England Capital Financial Advisors’s Avangrid, Inc. AGR Stock Holding History

New England Capital Financial Advisors’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	-612	Closed	-$21.9K	–	426
2024 Q3	$21.9K	Sell	612 -615	-50%	-$21.9K	0.01%	171
2024 Q2	$43.6K	Hold	1,227	–	–	0.02%	119
2024 Q1	$44.7K	Sell	1,227 -41	-3%	-$1.34K	0.03%	116
2023 Q4	$41.1K	Hold	1,268	–	–	0.02%	125
2023 Q3	$38.2K	Buy	1,268 +1	+0.1%	+$35	0.03%	120
2023 Q2	$47.7K	Hold	1,267	–	–	0.03%	115
2023 Q1	$50.5K	Hold	1,267	–	–	0.04%	115
2022 Q4	$53.9K	Buy	+1,267	New	+$52.5K	0.04%	115

Other funds holding AGR

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

New England Capital Financial Advisors's AGR Position: Q4 2024 in Review

New England Capital Financial Advisors sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 612 shares — an estimated $21.9K sold.

New England Capital Financial Advisors first reported a position in AGR in Q4 2022 and held it in 8 quarters. The position peaked at $53.9K in Q4 2022. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

New England Capital Financial Advisors reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 612 Avangrid, Inc. shares in Q4 2024, an estimated $21.9K.
New England Capital Financial Advisors first reported a position in Avangrid, Inc. in Q4 2022 and held it in 8 quarters.
New England Capital Financial Advisors's Avangrid, Inc. position peaked at $53.9K in Q4 2022.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on New England Capital Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.