IA
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IFP Advisors’s Algonquin Power & Utilities AQN Stock Holding History

IFP Advisors’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
-1,427
Closed -$8.18K – 4836
2025
Q2 		$8.18K Buy
+1,427
New +$7.83K ﹤0.01% 3043
2024
Q3 		– Sell
-1,588
Closed -$9.31K – 3312
2024
Q2 		$9.31K Sell
1,588
-727
-31% -$4.5K ﹤0.01% 2366
2024
Q1 		$14.6K Buy
2,315
+727
+46% +$4.41K ﹤0.01% 2107
2023
Q4 		$10K Buy
1,588
+881
+125% +$5.15K ﹤0.01% 2189
2023
Q3 		$4.19K Sell
707
-115
-14% -$866 ﹤0.01% 2578
2023
Q2 		$6.79K Buy
822
+115
+16% +$977 ﹤0.01% 2427
2023
Q1 		$6.92K Buy
707
+335
+90% +$2.52K ﹤0.01% 2436
2022
Q4 		$6K Sell
372
-1,195
-76% -$10.7K ﹤0.01% 3661
2022
Q3 		$16K Buy
1,567
+967
+161% +$13.1K ﹤0.01% 3267
2022
Q2 		$7K Hold
600
– – ﹤0.01% 3579
2022
Q1 		$7K Buy
+600
New +$8.66K ﹤0.01% 3579
2019
Q1 		– Sell
-400
Closed -$4K – 2402
2018
Q4 		$4K Hold
400
– – ﹤0.01% 2906
2018
Q3 		$4K Hold
400
– – ﹤0.01% 3267
2018
Q2 		$4K Hold
400
– – ﹤0.01% 3333
2018
Q1 		$4K Hold
400
– – ﹤0.01% 3237
2017
Q4 		$4K Hold
400
– – ﹤0.01% 3286
2017
Q3 		$4K Buy
+400
New +$4.24K ﹤0.01% 3476

Other funds holding AQN

SV
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AI
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
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

IFP Advisors's AQN Position: Q3 2025 in Review

IFP Advisors sold out of Algonquin Power & Utilities (AQN) in Q3 2025, closing a stake of 1,427 shares — an estimated $8.18K sold.

IFP Advisors first reported a position in AQN in Q3 2017 and held it in 17 quarters. The position peaked at $16K in Q3 2022. 245 funds tracked by Wall St. Rank hold AQN as of Q3 2025.

  • IFP Advisors reported no remaining Algonquin Power & Utilities position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 1,427 Algonquin Power & Utilities shares in Q3 2025, an estimated $8.18K.
  • IFP Advisors first reported a position in Algonquin Power & Utilities in Q3 2017 and held it in 17 quarters.
  • IFP Advisors's Algonquin Power & Utilities position peaked at $16K in Q3 2022.
  • 245 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.