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C.M. Bidwell & Associates’s Algonquin Power & Utilities AQN Stock Holding History

C.M. Bidwell & Associates’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 		$62.5K Sell
10,187
-3,303
-24% -$21.4K 0.03% 205
2025
Q4 		$83K Buy
+13,490
New +$80.1K 0.04% 193

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

C.M. Bidwell & Associates's AQN Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Algonquin Power & Utilities (AQN) stake by 24% in Q1 2026, selling an estimated $21.4K and leaving 10,187 shares worth $62.5K. The position accounts for 0.03% of the portfolio, ranked #205.

C.M. Bidwell & Associates first reported a position in AQN in Q4 2025 and has held it in 2 quarters since. The position peaked at $83K in Q4 2025. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • C.M. Bidwell & Associates held 10,187 shares of Algonquin Power & Utilities worth $62.5K as of Q1 2026.
  • C.M. Bidwell & Associates sold 3,303 Algonquin Power & Utilities shares in Q1 2026, an estimated $21.4K.
  • Algonquin Power & Utilities made up 0.03% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #205 holding.
  • C.M. Bidwell & Associates first reported a position in Algonquin Power & Utilities in Q4 2025 and has held it in 2 quarters since.
  • C.M. Bidwell & Associates's Algonquin Power & Utilities position peaked at $83K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.