AWM
AQN icon

Apollon Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History

Apollon Wealth Management’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 		– Sell
-21,889
Closed -$135K – 1408
2025
Q4 		$135K Buy
+21,889
New +$130K ﹤0.01% 1254

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

Apollon Wealth Management's AQN Position: Q1 2026 in Review

Apollon Wealth Management sold out of Algonquin Power & Utilities (AQN) in Q1 2026, closing a stake of 21,889 shares — an estimated $135K sold.

Apollon Wealth Management first reported a position in AQN in Q4 2025 and held it in 1 quarter. The position peaked at $135K in Q4 2025. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Apollon Wealth Management reported no remaining Algonquin Power & Utilities position as of Q1 2026 after selling out during the quarter.
  • Apollon Wealth Management sold 21,889 Algonquin Power & Utilities shares in Q1 2026, an estimated $135K.
  • Apollon Wealth Management first reported a position in Algonquin Power & Utilities in Q4 2025 and held it in 1 quarter.
  • Apollon Wealth Management's Algonquin Power & Utilities position peaked at $135K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.