John Overdeck’s Algonquin Power & Utilities AQN Stock Holding History

John Overdeck’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
2023 Q2	–	Sell	-114,600	Closed	-$963K	–	2993
2023 Q1	$963K	Sell	114,600 -434,300	-79%	-$3.27M	﹤0.01%	1885
2022 Q4	$3.58M	Hold	548,900	–	–	0.01%	1022
2022 Q3	$5.99M	Buy	548,900 +248,900	+83%	+$3.38M	0.02%	684
2022 Q2	$4.03M	Hold	300,000	–	–	0.01%	862
2022 Q1	$4.66M	Buy	+300,000	New	+$4.33M	0.01%	963

Other funds holding AQN

EIG

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

BCIM

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

John Overdeck's AQN Position: Q2 2026 in Review

John Overdeck increased its Algonquin Power & Utilities (AQN) stake by 325% in Q2 2026, buying an estimated $5.21M and bringing the position to 1,120,966 shares worth $6.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

John Overdeck first reported a position in AQN in Q4 2016 and has held it in 32 quarters since. The position peaked at $30.9M in Q4 2022. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

John Overdeck held 1,120,966 shares of Algonquin Power & Utilities worth $6.57M as of Q2 2026.
John Overdeck bought 857,427 Algonquin Power & Utilities shares in Q2 2026, an estimated $5.21M.
Algonquin Power & Utilities made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1882 holding.
John Overdeck first reported a position in Algonquin Power & Utilities in Q4 2016 and has held it in 32 quarters since.
John Overdeck's Algonquin Power & Utilities position peaked at $30.9M in Q4 2022.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.