Capital Research Global Investors’s Algonquin Power & Utilities AQN Stock Holding History

Capital Research Global Investors’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
2024 Q3	–	Sell	-2,088,973	Closed	-$12.2M	–	418
2024 Q2	$12.2M	Buy	2,088,973 +518,673	+33%	+$3.21M	﹤0.01%	390
2024 Q1	$9.92M	Buy	+1,570,300	New	+$9.51M	﹤0.01%	389
2017 Q3	–	Sell	-3,933,200	Closed	-$41.4M	–	429
2017 Q2	$41.4M	Hold	3,933,200	–	–	0.01%	351
2017 Q1	$37.6M	Buy	3,933,200 +580,000	+17%	+$5.22M	0.01%	354
2016 Q4	$28.4M	Buy	+3,353,200	New	+$28.3M	0.01%	370

Other funds holding AQN

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

EIG

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Capital Research Global Investors's AQN Position: Q3 2024 in Review

Capital Research Global Investors sold out of Algonquin Power & Utilities (AQN) in Q3 2024, closing a stake of 2,088,973 shares — an estimated $12.2M sold.

Capital Research Global Investors first reported a position in AQN in Q4 2016 and held it in 5 quarters. The position peaked at $41.4M in Q2 2017. 237 funds tracked by Wall St. Rank hold AQN as of Q3 2024.

Capital Research Global Investors reported no remaining Algonquin Power & Utilities position as of Q3 2024 after selling out during the quarter.
Capital Research Global Investors sold 2,088,973 Algonquin Power & Utilities shares in Q3 2024, an estimated $12.2M.
Capital Research Global Investors first reported a position in Algonquin Power & Utilities in Q4 2016 and held it in 5 quarters.
Capital Research Global Investors's Algonquin Power & Utilities position peaked at $41.4M in Q2 2017.
237 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2024.

Based on Capital Research Global Investors's 13F filing for Q3 2024, filed 13 Nov 2024.