Wealth Enhancement Advisory Services
AGR

Wealth Enhancement Advisory Services’s Avangrid, Inc. AGR Stock Holding History

Wealth Enhancement Advisory Services’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
-13,724
Closed -$491K – 3147
2024
Q3 		$491K Buy
13,724
+647
+5% +$23.1K ﹤0.01% 1843
2024
Q2 		$465K Buy
13,077
+19
+0.1% +$685 ﹤0.01% 1694
2024
Q1 		$476K Sell
13,058
-8,648
-40% -$282K ﹤0.01% 1615
2023
Q4 		$703K Sell
21,706
-16,208
-43% -$505K ﹤0.01% 1318
2023
Q3 		$1.14M Buy
+37,914
New +$1.34M ﹤0.01% 1043
2023
Q2 		– Sell
-65,784
Closed -$2.62M – 577
2023
Q1 		$2.62M Buy
+65,784
New +$2.69M 0.03% 184
2022
Q2 		– Sell
-28,817
Closed -$1.35M – 376
2022
Q1 		$1.35M Buy
28,817
+1,723
+6% +$79K 0.02% 221
2021
Q4 		$1.26M Buy
27,094
+3,085
+13% +$156K 0.02% 208
2021
Q3 		$1.26M Buy
+24,009
New +$1.26M 0.02% 194

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

Wealth Enhancement Advisory Services's AGR Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Avangrid, Inc. (AGR) in Q4 2024, closing a stake of 13,724 shares — an estimated $491K sold.

Wealth Enhancement Advisory Services first reported a position in AGR in Q3 2021 and held it in 9 quarters. The position peaked at $2.62M in Q1 2023. 2 funds tracked by Wall St. Rank hold AGR as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining Avangrid, Inc. position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,724 Avangrid, Inc. shares in Q4 2024, an estimated $491K.
  • Wealth Enhancement Advisory Services first reported a position in Avangrid, Inc. in Q3 2021 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's Avangrid, Inc. position peaked at $2.62M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Avangrid, Inc. as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.