Green Alpha Advisors’s Daqo New Energy DQ Stock Holding History

Green Alpha Advisors’s Portfolio DQ Stock Details DQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-21,545	Closed	-$419K	–	124
2024 Q4	$419K	Sell	21,545 -2,332	-10%	-$47.7K	0.34%	102
2024 Q3	$486K	Buy	23,877 +3,270	+16%	+$52.8K	0.38%	91
2024 Q2	$301K	Sell	20,607 -2,258	-10%	-$47.5K	0.24%	107
2024 Q1	$644K	Buy	22,865 +33	+0.1%	+$737	0.47%	83
2023 Q4	$607K	Buy	+22,832	New	+$582K	0.44%	94
2023 Q3	–	Sell	-12,846	Closed	-$510K	–	160
2023 Q2	$510K	Sell	12,846 -460	-3%	-$19.2K	0.33%	105
2023 Q1	$623K	Sell	13,306 -473	-3%	-$21.7K	0.44%	90
2022 Q4	$532K	Buy	13,779 +81	+0.6%	+$3.97K	0.44%	91
2022 Q3	$727K	Sell	13,698 -89,975	-87%	-$5.74M	0.62%	73
2022 Q2	$7.4M	Buy	103,673 +86,593	+507%	+$4.3M	1.7%	16
2022 Q1	$706K	Buy	17,080 +2,095	+14%	+$88.1K	0.48%	87
2021 Q4	$604K	Buy	14,985 +470	+3%	+$27.3K	0.41%	96
2021 Q3	$827K	Buy	14,515 +1,751	+14%	+$105K	0.57%	92
2021 Q2	$830K	Sell	12,764 -24,183	-65%	-$1.74M	0.57%	93
2021 Q1	$2.79M	Buy	36,947 +5,966	+19%	+$547K	2.76%	2
2020 Q4	$1.78M	Buy	+30,981	New	+$1.35M	2.15%	8

Other funds holding DQ

Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return