Institutional Ownership Avangrid, Inc. (AGR)
This table provides information about the institutional ownership of Avangrid, Inc. (AGR). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 6.64 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,987,512
shares
|
$216 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.91%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
289,669
shares
|
$10.4 Million
0.06% of portfolio
|
Q4 2022
Added 2.01%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
153,282
shares
|
$5.52 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
58,302
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2022
Added 8.02%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
41,100
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
29,013
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2023
Reduced 10.76%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
15,406
shares
|
$554,924
0.0% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
13,678
shares
|
$492,681
0.1% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
13,490
shares
|
$485,909
0.0% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
9,431
shares
|
$339,704
0.0% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
7,586
shares
|
$273,247
0.11% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
6,965
shares
|
$250,879
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,766
shares
|
$207,691
0.0% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,676
shares
|
$204,449
0.0% of portfolio
|
Q3 2022
Reduced 14.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,422
shares
|
$87,240
0.0% of portfolio
|
Q4 2024
Reduced 35.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
963
shares
|
$34,687
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
833
shares
|
$30,004
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
726
shares
|
$26,150
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
460
shares
|
$16,569
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
300
shares
|
$10,806
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
165
shares
|
$5,943
0.01% of portfolio
|
Q2 2022
Reduced 63.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90
shares
|
$3,241
0.0% of portfolio
|
Q2 2020
Reduced 76.22%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
86
shares
|
$3,097
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
34
shares
|
$1,224
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
15
shares
|
$540
0.0% of portfolio
|
Q1 2023
Reduced 42.31%
|