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

Consultiva 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
2026
Q1 		– Sell
-1,000
Closed -$6.16K – 263
2025
Q4 		$6.16K Hold
1,000
– – 0.02% 216
2025
Q3 		$5.38K Hold
1,000
– – 0.02% 229
2025
Q2 		$5.71K Hold
1,000
– – 0.02% 236
2025
Q1 		$7.39K Buy
+1,000
New +$4.72K 0.03% 229

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

Consultiva Wealth Management's AQN Position: Q1 2026 in Review

Consultiva Wealth Management sold out of Algonquin Power & Utilities (AQN) in Q1 2026, closing a stake of 1,000 shares — an estimated $6.16K sold.

Consultiva Wealth Management first reported a position in AQN in Q1 2025 and held it in 4 quarters. The position peaked at $7.39K in Q1 2025. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Consultiva Wealth Management reported no remaining Algonquin Power & Utilities position as of Q1 2026 after selling out during the quarter.
  • Consultiva Wealth Management sold 1,000 Algonquin Power & Utilities shares in Q1 2026, an estimated $6.16K.
  • Consultiva Wealth Management first reported a position in Algonquin Power & Utilities in Q1 2025 and held it in 4 quarters.
  • Consultiva Wealth Management's Algonquin Power & Utilities position peaked at $7.39K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.