Next Financial Group’s Avangrid, Inc. AGR Stock Holding History

Next Financial Group’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
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	2822
2021 Q3	$0	Hold	10	–	–	﹤0.01%	2831
2021 Q2	$1K	Buy	+10	New	+$521	﹤0.01%	2585
2017 Q1	–	Sell	-300	Closed	-$11K	–	2337
2016 Q4	$11K	Hold	300	–	–	﹤0.01%	1624
2016 Q3	$13K	Buy	+300	New	+$13.1K	﹤0.01%	1561

Other funds holding AGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Next Financial Group's AGR Position: Q4 2021 in Review

Next Financial Group held its Avangrid, Inc. (AGR) position steady in Q4 2021 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2822.

Next Financial Group first reported a position in AGR in Q3 2016 and has held it in 5 quarters since. The position peaked at $13K in Q3 2016. 296 funds tracked by Wall St. Rank hold AGR as of Q4 2021.

Next Financial Group held 10 shares of Avangrid, Inc. worth $1K as of Q4 2021.
Next Financial Group left its Avangrid, Inc. share count unchanged in Q4 2021.
Avangrid, Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2822 holding.
Next Financial Group first reported a position in Avangrid, Inc. in Q3 2016 and has held it in 5 quarters since.
Next Financial Group's Avangrid, Inc. position peaked at $13K in Q3 2016.
296 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.