Global Retirement Partners’s Algonquin Power & Utilities AQN Stock Holding History

Global Retirement Partners’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	-1,926	Closed	-$11K	–	3871
2025 Q2	$11K	Buy	+1,926	New	+$10.6K	﹤0.01%	2570
2023 Q3	–	Sell	-189	Closed	-$1.56K	–	3253
2023 Q2	$1.56K	Hold	189	–	–	﹤0.01%	2633
2023 Q1	$1.65K	Buy	+189	New	+$1.42K	﹤0.01%	2567
2022 Q4	–	Sell	-756	Closed	-$8K	–	3025
2022 Q3	$8K	Buy	756 +321	+74%	+$4.35K	﹤0.01%	1748
2022 Q2	$6K	Hold	435	–	–	﹤0.01%	1803
2022 Q1	$6K	Buy	+435	New	+$6.28K	﹤0.01%	1807
2020 Q2	–	Sell	-1,110	Closed	-$15K	–	1601
2020 Q1	$15K	Buy	+1,110	New	+$16.2K	﹤0.01%	884

Other funds holding AQN

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

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 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

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

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