PCA
AGR

Personal Capital Advisors’s Avangrid, Inc. AGR Stock Holding History

Personal Capital 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
2022
Q4 		$12.4M Buy
289,669
+5,713
+2% +$237K 0.06% 161
2022
Q3 		$11.8M Buy
283,956
+3,467
+1% +$166K 0.06% 149
2022
Q2 		$12.9M Buy
280,489
+6,200
+2% +$287K 0.07% 145
2022
Q1 		$12.8M Buy
274,289
+47,357
+21% +$2.17M 0.06% 155
2021
Q4 		$11.4M Sell
226,932
-3,446
-1% -$175K 0.05% 168
2021
Q3 		$11.2M Buy
+230,378
New +$12.1M 0.06% 158

Other funds holding AGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return