UCFA
AGR

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

United 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
-8,001
Closed -$286K – 1116
2024
Q3 		$286K Sell
8,001
-243
-3% -$8.67K ﹤0.01% 891
2024
Q2 		$293K Sell
8,244
-1,324
-14% -$47.8K ﹤0.01% 866
2024
Q1 		$349K Buy
9,568
+1,970
+26% +$64.3K ﹤0.01% 836
2023
Q4 		$246K Buy
+7,598
New +$237K ﹤0.01% 939
2019
Q3 		– Sell
-6,280
Closed -$317K – 1513
2019
Q2 		$317K Buy
6,280
+770
+14% +$39.1K ﹤0.01% 1188
2019
Q1 		$276K Sell
5,510
-2,445
-31% -$121K ﹤0.01% 1156
2018
Q4 		$398K Buy
7,955
+2,057
+35% +$101K ﹤0.01% 977
2018
Q3 		$283K Sell
5,898
-316
-5% -$15.9K ﹤0.01% 1131
2018
Q2 		$329K Buy
6,214
+159
+3% +$8.22K ﹤0.01% 1055
2018
Q1 		$310K Buy
+6,055
New +$295K ﹤0.01% 1084

Other funds holding AGR

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

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

United Capital Financial Advisors sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 8,001 shares — an estimated $286K sold.

United Capital Financial Advisors first reported a position in AGR in Q1 2018 and held it in 10 quarters. The position peaked at $398K in Q4 2018. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • United Capital Financial Advisors reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,001 Avangrid, Inc. shares in Q4 2024, an estimated $286K.
  • United Capital Financial Advisors first reported a position in Avangrid, Inc. in Q1 2018 and held it in 10 quarters.
  • United Capital Financial Advisors's Avangrid, Inc. position peaked at $398K in Q4 2018.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

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