Lindbrook Capital’s Algonquin Power & Utilities AQN Stock Holding History

Lindbrook Capital’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 Q1	$16.8K	Buy	3,275 +539	+20%	+$2.54K	﹤0.01%	1430
2024 Q4	$12.2K	Sell	2,736 -105	-4%	-$507	﹤0.01%	1546
2024 Q3	$15.5K	Sell	2,841 -1,878	-40%	-$10.7K	﹤0.01%	1435
2024 Q2	$27.7K	Buy	4,719 +1,295	+38%	+$8.03K	﹤0.01%	1062
2024 Q1	$21.6K	Buy	3,424 +936	+38%	+$5.67K	﹤0.01%	1174
2023 Q4	$15.7K	Buy	2,488 +1,824	+275%	+$10.7K	﹤0.01%	1316
2023 Q3	$3.93K	Sell	664 -1,031	-61%	-$7.77K	﹤0.01%	1872
2023 Q2	$14K	Sell	1,695 -671	-28%	-$5.7K	﹤0.01%	1272
2023 Q1	$19.9K	Buy	+2,366	New	+$17.8K	﹤0.01%	1070
2020 Q2	–	Sell	-200	Closed	-$3K	–	1713
2020 Q1	$3K	Buy	+200	New	+$2.91K	﹤0.01%	1153

Other funds holding AQN

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Lindbrook Capital's AQN Position: Q1 2025 in Review

Lindbrook Capital increased its Algonquin Power & Utilities (AQN) stake by 20% in Q1 2025, buying an estimated $2.54K and bringing the position to 3,275 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Lindbrook Capital first reported a position in AQN in Q1 2020 and has held it in 10 quarters since. The position peaked at $27.7K in Q2 2024. 231 funds tracked by Wall St. Rank hold AQN as of Q1 2025.

Lindbrook Capital held 3,275 shares of Algonquin Power & Utilities worth $16.8K as of Q1 2025.
Lindbrook Capital bought 539 Algonquin Power & Utilities shares in Q1 2025, an estimated $2.54K.
Algonquin Power & Utilities made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1430 holding.
Lindbrook Capital first reported a position in Algonquin Power & Utilities in Q1 2020 and has held it in 10 quarters since.
Lindbrook Capital's Algonquin Power & Utilities position peaked at $27.7K in Q2 2024.
231 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.