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Avangrid shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Avangrid (AGR) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Avangrid

Tip: Access up to 7 years of quarterly data

All positions including Avangrid held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Avangrid by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $246k 7.6k 32.41
2019-06-30 $317k 6.3k 50.48
2019-03-31 $276k 5.5k 50.09
2018-12-31 $398k 8.0k 50.03
2018-09-30 $283k 5.9k 47.98
2018-06-30 $329k 6.2k 52.94
2018-03-31 $310k 6.1k 51.20

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Avangrid

Vanguard Group
ATLAS Infrastructure Partners
Mackenzie Financial
Legal & General Group
Norges Bank Investment Management
SAM Sustainable Asset Management
Voloridge Investment Management
Jpmorgan Chase & Co
Millennium Management
Two Sigma Advisers
Squarepoint Ops
Charles Schwab Investment Management
Two Sigma Investments
AQR Capital Management
Citadel Advisors

View all funds holding Avangrid