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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

AGR holding history

Avangrid, Inc. in every 13F filed by CWM 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 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of AGR by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−42,640−100.0%Sold outHolders
Q3 202442,640$1.53M0.2%−996−2.3%ReducedHolders
Q2 202443,636$1.55M0.2%−9,591−18.0%ReducedHolders
Q1 202453,227$1.94M0.2%+2,684+5.3%AddedHolders
Q4 202350,543$1.64M0.2%−1,343−2.6%ReducedHolders
Q3 202351,886$1.57M0.2%−2,027−3.8%ReducedHolders
Q2 202353,913$2.03M0.2%−2,064−3.7%ReducedHolders
Q1 202355,977$2.23M0.3%+5,940+11.9%AddedHolders
Q4 202250,037$2.15M0.3%+455+0.9%AddedHolders
Q3 202249,582$2.07M0.3%+1,704+3.6%AddedHolders
Q2 202247,878$2.21M0.3%−1,994−4.0%ReducedHolders
Q1 202249,872$2.33M0.3%−5,584−10.1%ReducedHolders
Q4 202155,456$2.77M0.3%+4,637+9.1%AddedHolders
Q3 202150,819$2.47M0.3%+41,363+437.4%AddedHolders
Q2 20219,456$486.0K0.1%+342+3.8%AddedHolders
Q1 20219,114$454.0K0.1%––Holders

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