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Congress Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History

Congress Wealth Management’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 		$300K Buy
52,282
+1,557
+3% +$8.54K ﹤0.01% 1069
2025
Q1 		$261K Sell
50,725
-9,590
-16% -$45.3K ﹤0.01% 970
2024
Q4 		$268K Sell
60,315
-73,159
-55% -$353K ﹤0.01% 790
2024
Q3 		$727K Buy
133,474
+56,019
+72% +$318K 0.01% 572
2024
Q2 		$454K Buy
+77,455
New +$480K 0.01% 547

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

Congress Wealth Management's AQN Position: Q2 2025 in Review

Congress Wealth Management increased its Algonquin Power & Utilities (AQN) stake by 3.1% in Q2 2025, buying an estimated $8.54K and bringing the position to 52,282 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Congress Wealth Management first reported a position in AQN in Q2 2024 and has held it in 5 quarters since. The position peaked at $727K in Q3 2024. 235 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

  • Congress Wealth Management held 52,282 shares of Algonquin Power & Utilities worth $300K as of Q2 2025.
  • Congress Wealth Management bought 1,557 Algonquin Power & Utilities shares in Q2 2025, an estimated $8.54K.
  • Algonquin Power & Utilities made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1069 holding.
  • Congress Wealth Management first reported a position in Algonquin Power & Utilities in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Algonquin Power & Utilities position peaked at $727K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.