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B. Riley Wealth Advisors’s Algonquin Power & Utilities AQN Stock Holding History

B. Riley Wealth Advisors’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
-15,770
Closed -$81.1K – 1055
2025
Q1 		$81.1K Sell
15,770
-2,640
-14% -$12.5K ﹤0.01% 1233
2024
Q4 		$83.1K Sell
18,410
-835
-4% -$4.03K ﹤0.01% 1111
2024
Q3 		$104K Sell
19,245
-4,862
-20% -$27.6K ﹤0.01% 1204
2024
Q2 		$144K Buy
+24,107
New +$149K ﹤0.01% 1281

Other funds holding AQN

SV
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

B. Riley Wealth Advisors's AQN Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Algonquin Power & Utilities (AQN) in Q2 2025, closing a stake of 15,770 shares — an estimated $81.1K sold.

B. Riley Wealth Advisors first reported a position in AQN in Q2 2024 and held it in 4 quarters. The position peaked at $144K in Q2 2024. 235 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Algonquin Power & Utilities position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,770 Algonquin Power & Utilities shares in Q2 2025, an estimated $81.1K.
  • B. Riley Wealth Advisors first reported a position in Algonquin Power & Utilities in Q2 2024 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Algonquin Power & Utilities position peaked at $144K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.