AG
AQN icon

Algert Global’s Algonquin Power & Utilities AQN Stock Holding History

Algert Global’s Portfolio AQN Stock Details AQN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84K Sell
13,754
-42,811
-76% -$278K ﹤0.01% 1117
2025
Q4 		$348K Buy
56,565
+29,756
+111% +$177K 0.01% 986
2025
Q3 		$144K Buy
+26,809
New +$154K ﹤0.01% 1066

Other funds holding AQN

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Algert Global's AQN Position: Q1 2026 in Review

Algert Global reduced its Algonquin Power & Utilities (AQN) stake by 76% in Q1 2026, selling an estimated $278K and leaving 13,754 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Algert Global first reported a position in AQN in Q3 2025 and has held it in 3 quarters since. The position peaked at $348K in Q4 2025. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Algert Global held 13,754 shares of Algonquin Power & Utilities worth $84K as of Q1 2026.
  • Algert Global sold 42,811 Algonquin Power & Utilities shares in Q1 2026, an estimated $278K.
  • Algonquin Power & Utilities made up ﹤0.01% of Algert Global's portfolio in Q1 2026, its #1117 holding.
  • Algert Global first reported a position in Algonquin Power & Utilities in Q3 2025 and has held it in 3 quarters since.
  • Algert Global's Algonquin Power & Utilities position peaked at $348K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.