Consolidated Portfolio Review Corp’s Algonquin Power & Utilities AQN Stock Holding History

Consolidated Portfolio Review Corp’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	-38,963	Closed	-$200K	–	446
2025 Q1	$200K	Hold	38,963	–	–	0.03%	369
2024 Q4	$173K	Hold	38,963	–	–	0.03%	362
2024 Q3	$212K	Hold	38,963	–	–	0.05%	288
2024 Q2	$228K	Hold	38,963	–	–	0.05%	264
2024 Q1	$246K	Sell	38,963 -4,059	-9%	-$24.6K	0.06%	234
2023 Q4	$272K	Buy	43,022 +5,251	+14%	+$30.7K	0.06%	245
2023 Q3	$224K	Buy	37,771 +9,037	+31%	+$68.1K	0.05%	282
2023 Q2	$237K	Buy	+28,734	New	+$244K	0.06%	274

Other funds holding AQN

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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

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

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

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

BCIM

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

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

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

Consolidated Portfolio Review Corp's AQN Position: Q2 2025 in Review

Consolidated Portfolio Review Corp sold out of Algonquin Power & Utilities (AQN) in Q2 2025, closing a stake of 38,963 shares — an estimated $200K sold.

Consolidated Portfolio Review Corp first reported a position in AQN in Q2 2023 and held it in 8 quarters. The position peaked at $272K in Q4 2023. 234 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

Consolidated Portfolio Review Corp reported no remaining Algonquin Power & Utilities position as of Q2 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 38,963 Algonquin Power & Utilities shares in Q2 2025, an estimated $200K.
Consolidated Portfolio Review Corp first reported a position in Algonquin Power & Utilities in Q2 2023 and held it in 8 quarters.
Consolidated Portfolio Review Corp's Algonquin Power & Utilities position peaked at $272K in Q4 2023.
234 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2025, filed 18 Jul 2025.