Bessemer Group’s Algonquin Power & Utilities AQN Stock Holding History

Bessemer Group’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	$3K	Hold	467	–	–	﹤0.01%	2301
2025 Q4	$3K	Buy	+467	New	+$2.77K	﹤0.01%	2317
2024 Q4	–	Sell	-7,000	Closed	-$38K	–	2451
2024 Q3	$38K	Buy	+7,000	New	+$39.8K	﹤0.01%	1411
2023 Q3	–	Sell	-490	Closed	-$4K	–	2155
2023 Q2	$4K	Buy	+490	New	+$4.16K	﹤0.01%	1846
2022 Q4	–	Sell	-834	Closed	-$9K	–	1865
2022 Q3	$9K	Buy	+834	New	+$11.3K	﹤0.01%	1564
2019 Q1	–	Sell	-1,655	Closed	-$17K	–	1760
2018 Q4	$17K	Hold	1,655	–	–	﹤0.01%	1544
2018 Q3	$17K	Hold	1,655	–	–	﹤0.01%	1505
2018 Q2	$16K	Hold	1,655	–	–	﹤0.01%	1439
2018 Q1	$16K	Hold	1,655	–	–	﹤0.01%	1439
2017 Q4	$18K	Hold	1,655	–	–	﹤0.01%	1437
2017 Q3	$17K	Buy	+1,655	New	+$17.6K	﹤0.01%	1520

Other funds holding AQN

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

Bessemer Group's AQN Position: Q1 2026 in Review

Bessemer Group held its Algonquin Power & Utilities (AQN) position steady in Q1 2026 at 467 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

Bessemer Group first reported a position in AQN in Q3 2017 and has held it in 11 quarters since. The position peaked at $38K in Q3 2024. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

Bessemer Group held 467 shares of Algonquin Power & Utilities worth $3K as of Q1 2026.
Bessemer Group left its Algonquin Power & Utilities share count unchanged in Q1 2026.
Algonquin Power & Utilities made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #2301 holding.
Bessemer Group first reported a position in Algonquin Power & Utilities in Q3 2017 and has held it in 11 quarters since.
Bessemer Group's Algonquin Power & Utilities position peaked at $38K in Q3 2024.
251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.