Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

AGR holding history

Avangrid, Inc. in every 13F filed by EverSource Wealth 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
9
Since Q3 2022
Holdings of AGR by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−910−100.0%Sold outHolders
Q3 2024910$32.6K<0.1%+248+37.5%AddedHolders
Q2 2024662$23.6K<0.1%−30−4.3%ReducedHolders
Q1 2024692$25.3K<0.1%+220+46.6%AddedHolders
Q4 2023472$15.3K<0.1%+20+4.4%AddedHolders
Q3 2023452$13.6K<0.1%+426+1,638.5%AddedHolders
Q2 202326$980<0.1%−1,397−98.2%ReducedHolders
Q1 20231,423$56.7K<0.1%+212+17.5%AddedHolders
Q4 20221,211$52.0K<0.1%−1,000−45.2%ReducedHolders
Q3 20222,211$92.0K<0.1%+2,211NewHolders