CVA Family Office’s Algonquin Power & Utilities AQN Stock Holding History

CVA Family Office’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	-225	Closed	-$1.16K	–	1296
2025 Q1	$1.16K	Hold	225	–	–	﹤0.01%	1079
2024 Q4	$1K	Buy	+225	New	+$1.09K	﹤0.01%	1088
2024 Q3	–	Sell	-169	Closed	-$990	–	1272
2024 Q2	$990	Hold	169	–	–	﹤0.01%	1077
2024 Q1	$1.07K	Buy	169 +1	+0.6%	+$6	﹤0.01%	994
2023 Q4	$1.06K	Buy	+168	New	+$981	﹤0.01%	981

Other funds holding AQN

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CVA Family Office's AQN Position: Q2 2025 in Review

CVA Family Office sold out of Algonquin Power & Utilities (AQN) in Q2 2025, closing a stake of 225 shares — an estimated $1.16K sold.

CVA Family Office first reported a position in AQN in Q4 2023 and held it in 5 quarters. The position peaked at $1.16K in Q1 2025. 235 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

CVA Family Office reported no remaining Algonquin Power & Utilities position as of Q2 2025 after selling out during the quarter.
CVA Family Office sold 225 Algonquin Power & Utilities shares in Q2 2025, an estimated $1.16K.
CVA Family Office first reported a position in Algonquin Power & Utilities in Q4 2023 and held it in 5 quarters.
CVA Family Office's Algonquin Power & Utilities position peaked at $1.16K in Q1 2025.
235 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on CVA Family Office's 13F filing for Q2 2025, filed 31 Jul 2025.