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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

AGR holding history

Avangrid, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AGR overviewAll 13F holders of AGRFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of AGR by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−1,978−100.0%Sold outHolders
Q3 20231,978$59.7K<0.1%00.0%UnchangedHolders
Q2 20231,978$74.5K<0.1%00.0%UnchangedHolders
Q1 20231,978$78.9K<0.1%−112−5.4%ReducedHolders
Q4 20222,090$89.8K<0.1%+50+2.5%AddedHolders
Q3 20222,040$85.0K<0.1%−13,663−87.0%ReducedHolders
Q2 202215,703$724.0K0.1%−398−2.5%ReducedHolders
Q1 202216,101$753.0K0.1%+1,495+10.2%AddedHolders
Q4 202114,606$729.0K<0.1%+64+0.4%AddedHolders
Q3 202114,542$707.0K0.1%−687−4.5%ReducedHolders
Q2 202115,229$783.0K0.1%+111+0.7%AddedHolders
Q1 202115,118$753.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.