PS
AGR

Principal Securities’s Avangrid, Inc. AGR Stock Holding History

Principal Securities’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
-127
Closed -$4.54K – 3648
2024
Q3 		$4.54K Hold
127
– – ﹤0.01% 2704
2024
Q2 		$4.51K Buy
127
+107
+535% +$3.86K ﹤0.01% 2675
2024
Q1 		$729 Buy
+20
New +$653 ﹤0.01% 3088

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

Principal Securities's AGR Position: Q4 2024 in Review

Principal Securities sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 127 shares — an estimated $4.54K sold.

Principal Securities first reported a position in AGR in Q1 2024 and held it in 3 quarters. The position peaked at $4.54K in Q3 2024. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • Principal Securities reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 127 Avangrid, Inc. shares in Q4 2024, an estimated $4.54K.
  • Principal Securities first reported a position in Avangrid, Inc. in Q1 2024 and held it in 3 quarters.
  • Principal Securities's Avangrid, Inc. position peaked at $4.54K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.