LAII
AQN icon

LM Asset (IM) Inc’s Algonquin Power & Utilities AQN Stock Holding History

LM Asset (IM) Inc’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
Q2 		– Sell
-1,360,000
Closed -$6.99M – 12
2025
Q1 		$6.99M Sell
1,360,000
-540,000
-28% -$2.55M 7.17% 5
2024
Q4 		$8.46M Buy
+1,900,000
New +$9.17M 7.75% 4

Other funds holding AQN

SV
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

LM Asset (IM) Inc's AQN Position: Q2 2025 in Review

LM Asset (IM) Inc sold out of Algonquin Power & Utilities (AQN) in Q2 2025, closing a stake of 1,360,000 shares — an estimated $6.99M sold.

LM Asset (IM) Inc first reported a position in AQN in Q4 2024 and held it in 2 quarters. The position peaked at $8.46M in Q4 2024. 234 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

  • LM Asset (IM) Inc reported no remaining Algonquin Power & Utilities position as of Q2 2025 after selling out during the quarter.
  • LM Asset (IM) Inc sold 1,360,000 Algonquin Power & Utilities shares in Q2 2025, an estimated $6.99M.
  • LM Asset (IM) Inc first reported a position in Algonquin Power & Utilities in Q4 2024 and held it in 2 quarters.
  • LM Asset (IM) Inc's Algonquin Power & Utilities position peaked at $8.46M in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on LM Asset (IM) Inc's 13F filing for Q2 2025, filed 14 Aug 2025.