FAM
AQN icon

Formidable Asset Management’s Algonquin Power & Utilities AQN Stock Holding History

Formidable Asset 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
Q3 		– Sell
-69,370
Closed -$397K – 392
2025
Q2 		$397K Sell
69,370
-6,283
-8% -$34.5K 0.07% 269
2025
Q1 		$389K Sell
75,653
-6,017
-7% -$28.4K 0.07% 270
2024
Q4 		$363K Sell
81,670
-2,764
-3% -$13.3K 0.06% 275
2024
Q3 		$460K Sell
84,434
-12,286
-13% -$69.8K 0.07% 236
2024
Q2 		$567K Sell
96,720
-14,276
-13% -$88.5K 0.09% 212
2024
Q1 		$701K Sell
110,996
-22,757
-17% -$138K 0.11% 188
2023
Q4 		$845K Sell
133,753
-1,196
-0.9% -$6.99K 0.18% 111
2023
Q3 		$765K Buy
134,949
+18,735
+16% +$141K 0.17% 120
2023
Q2 		$960K Sell
116,214
-4,872
-4% -$41.4K 0.21% 87
2023
Q1 		$1.02M Buy
121,086
+24,760
+26% +$186K 0.21% 86
2022
Q4 		$628K Buy
96,326
+56,269
+140% +$502K 0.14% 137
2022
Q3 		$437K Buy
40,057
+835
+2% +$11.3K 0.1% 178
2022
Q2 		$526K Buy
39,222
+6,014
+18% +$87K 0.12% 160
2022
Q1 		$515K Buy
+33,208
New +$479K 0.1% 179

Other funds holding AQN

SV
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return