EdgePoint Investment Group’s Algonquin Power & Utilities AQN Stock Holding History

EdgePoint Investment Group’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	$499M	Sell	81,472,394 -254,991	-0.3%	-$1.65M	4%	12
2025 Q4	$503M	Buy	81,727,385 +20,074,709	+33%	+$119M	4.13%	14
2025 Q3	$331M	Buy	61,652,676 +4,888,235	+9%	+$28.1M	2.47%	16
2025 Q2	$325M	Buy	56,764,441 +14,540,847	+34%	+$79.7M	2.46%	17
2025 Q1	$217M	Buy	42,223,594 +19,392,805	+85%	+$91.5M	1.76%	20
2024 Q4	$101M	Buy	22,830,789 +5,640,705	+33%	+$27.2M	0.8%	27
2024 Q3	$93.9M	Buy	17,190,084 +832,739	+5%	+$4.73M	0.74%	27
2024 Q2	$96.1M	Sell	16,357,345 -19,057	-0.1%	-$118K	0.81%	28
2024 Q1	$104M	Buy	16,376,402 +38,877	+0.2%	+$236K	0.82%	27
2023 Q4	$103M	Buy	16,337,525 +4,181,259	+34%	+$24.4M	0.89%	26
2023 Q3	$72M	Sell	12,156,266 -2,417,421	-17%	-$18.2M	0.69%	29
2023 Q2	$120M	Sell	14,573,687 -16,767,009	-53%	-$142M	1.08%	28
2023 Q1	$263M	Buy	+31,340,696	New	+$236M	2.64%	16

Other funds holding AQN

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

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

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

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

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 New York $115B AUM 24.78% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

EdgePoint Investment Group's AQN Position: Q1 2026 in Review

EdgePoint Investment Group reduced its Algonquin Power & Utilities (AQN) stake by 0.31% in Q1 2026, selling an estimated $1.65M and leaving 81,472,394 shares worth $499M. The position accounts for 4% of the portfolio, ranked #12.

EdgePoint Investment Group first reported a position in AQN in Q1 2023 and has held it in 13 quarters since. The position peaked at $503M in Q4 2025. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

EdgePoint Investment Group held 81,472,394 shares of Algonquin Power & Utilities worth $499M as of Q1 2026.
EdgePoint Investment Group sold 254,991 Algonquin Power & Utilities shares in Q1 2026, an estimated $1.65M.
Algonquin Power & Utilities made up 4% of EdgePoint Investment Group's portfolio in Q1 2026, its #12 holding.
EdgePoint Investment Group first reported a position in Algonquin Power & Utilities in Q1 2023 and has held it in 13 quarters since.
EdgePoint Investment Group's Algonquin Power & Utilities position peaked at $503M in Q4 2025.
251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on EdgePoint Investment Group's 13F filing for Q1 2026, filed 15 May 2026.