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 $4.52B AUM 19.34% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Global Retirement Partners's AQN Position: Q3 2025 in Review

Global Retirement Partners sold out of Algonquin Power & Utilities (AQN) in Q3 2025, closing a stake of 1,926 shares — an estimated $11K sold.

Global Retirement Partners first reported a position in AQN in Q1 2020 and held it in 7 quarters. The position peaked at $15K in Q1 2020. 245 funds tracked by Wall St. Rank hold AQN as of Q3 2025.

Global Retirement Partners reported no remaining Algonquin Power & Utilities position as of Q3 2025 after selling out during the quarter.
Global Retirement Partners sold 1,926 Algonquin Power & Utilities shares in Q3 2025, an estimated $11K.
Global Retirement Partners first reported a position in Algonquin Power & Utilities in Q1 2020 and held it in 7 quarters.
Global Retirement Partners's Algonquin Power & Utilities position peaked at $15K in Q1 2020.
245 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.