Atria Wealth Solutions’s Algonquin Power & Utilities AQN Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-10,000	Closed	-$51.4K	–	1483
2025 Q1	$51.4K	Buy	+10,000	New	+$47.2K	﹤0.01%	1824
2024 Q4	–	Sell	-27,610	Closed	-$151K	–	1972
2024 Q3	$151K	Buy	27,610 +3,686	+15%	+$21K	﹤0.01%	1826
2024 Q2	$140K	Buy	+23,924	New	+$148K	﹤0.01%	1825
2024 Q1	–	Sell	-25,000	Closed	-$160K	–	1961
2023 Q4	$160K	Buy	25,000 +4,000	+19%	+$23.4K	﹤0.01%	1816
2023 Q3	$126K	Buy	21,000 +11,000	+110%	+$82.9K	﹤0.01%	1761
2023 Q2	$82.8K	Hold	10,000	–	–	﹤0.01%	1792
2023 Q1	$83.8K	Sell	10,000 -245	-2%	-$1.84K	﹤0.01%	1769
2022 Q4	$66.8K	Hold	10,245	–	–	﹤0.01%	1723
2022 Q3	$112K	Hold	10,245	–	–	﹤0.01%	1625
2022 Q2	$139K	Buy	10,245 +245	+2%	+$3.55K	﹤0.01%	1499
2022 Q1	$157K	Buy	+10,000	New	+$144K	﹤0.01%	1626

Other funds holding AQN

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Atria Wealth Solutions's AQN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Algonquin Power & Utilities (AQN) in Q2 2025, closing a stake of 10,000 shares — an estimated $51.4K sold.

Atria Wealth Solutions first reported a position in AQN in Q1 2022 and held it in 11 quarters. The position peaked at $160K in Q4 2023. 235 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

Atria Wealth Solutions reported no remaining Algonquin Power & Utilities position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 10,000 Algonquin Power & Utilities shares in Q2 2025, an estimated $51.4K.
Atria Wealth Solutions first reported a position in Algonquin Power & Utilities in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's Algonquin Power & Utilities position peaked at $160K in Q4 2023.
235 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.