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Avangrid shares owned by HB Wealth Management

Quarter-by-quarter ownership of Avangrid (AGR) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Avangrid

Tip: Access up to 7 years of quarterly data

All positions including Avangrid held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Avangrid by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $382k 11k 35.79
2024-06-30 $378k 11k 35.53
2024-03-31 $393k 11k 36.44
2023-06-30 $205k 5.4k 37.68

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation Call Option (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)

View all positions for HB Wealth Management

Top funds holding Avangrid

Vanguard Group
BlackRock
BlackRock
Vivaldi Asset Management
Mackenzie Financial
First Trust Advisors
State Street Corporation
Morgan Stanley
Bank of America Corporation
Geode Capital Management
Absolute Gestao de Investimentos
Charles Schwab Investment Management
Jpmorgan Chase & Co
Voloridge Investment Management
CNH Partners

View all funds holding Avangrid