What smart money is saying about AGL Energy Limited
No fund has written a full thesis on AGL Energy Limited in our archive, but 1 fund letter reports a position in it, most recently Spheria SMID Cap Fund in October 2026.
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Position history
Every position in AGL Energy Limited on record in the archive was reported in Q4 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- October 2026
Listed in Spheria SMID Cap Fund’s reported holdings.
AGL Energy Limited
Also mentioned · 1
These funds discuss AGL Energy Limited as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedCI Australian Equities FundSeptember 2025
“In addition, we avoided exposure to some results which saw large stocks underperform signicantly, including James Hardie (JHX), Woolworths (WOW) and AGL Energy (AGL), and our chemicals/explosives exposure via positions in Orica (ORI) and Dyno Nobel (DNL) worked well.”
AGL Energy Limited
Read the letters behind these AGL Energy Limited positions
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