NewEdge Advisors’s Avangrid, Inc. AGR Stock Holding History

NewEdge 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	-1,201	Closed	-$43K	–	4053
2024 Q3	$43K	Sell	1,201 -35	-3%	-$1.25K	﹤0.01%	2488
2024 Q2	$43.9K	Hold	1,236	–	–	﹤0.01%	2385
2024 Q1	$45K	Hold	1,236	–	–	﹤0.01%	2348
2023 Q4	$40.1K	Buy	1,236 +103	+9%	+$3.21K	﹤0.01%	2298
2023 Q3	$34.2K	Hold	1,133	–	–	﹤0.01%	2216
2023 Q2	$42.7K	Sell	1,133 -1	-0.1%	-$39	﹤0.01%	2136
2023 Q1	$45.2K	Sell	1,134 -298	-21%	-$12.2K	﹤0.01%	2044
2022 Q4	$12.9K	Buy	+1,432	New	+$59.3K	﹤0.01%	2284
2019 Q4	–	Sell	-5,867	Closed	-$302K	–	876
2019 Q3	$302K	Buy	+5,867	New	+$295K	0.01%	635
2017 Q3	–	Sell	-190	Closed	-$8.27K	–	1167
2017 Q2	$8.27K	Buy	+190	New	+$8.44K	﹤0.01%	1025

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

NewEdge Advisors's AGR Position: Q4 2024 in Review

NewEdge Advisors sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 1,201 shares — an estimated $43K sold.

NewEdge Advisors first reported a position in AGR in Q2 2017 and held it in 10 quarters. The position peaked at $302K in Q3 2019. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

NewEdge Advisors reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
NewEdge Advisors sold 1,201 Avangrid, Inc. shares in Q4 2024, an estimated $43K.
NewEdge Advisors first reported a position in Avangrid, Inc. in Q2 2017 and held it in 10 quarters.
NewEdge Advisors's Avangrid, Inc. position peaked at $302K in Q3 2019.
2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.