Metis Global Partners’s Algonquin Power & Utilities AQN Stock Holding History

Metis Global Partners’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
2024 Q1	–	Sell	-39,623	Closed	-$250K	–	764
2023 Q4	$250K	Buy	39,623 +3,607	+10%	+$21.1K	0.01%	673
2023 Q3	$213K	Buy	36,016 +570	+2%	+$4.29K	0.01%	679
2023 Q2	$293K	Sell	35,446 -1,839	-5%	-$15.6K	0.02%	625
2023 Q1	$313K	Buy	37,285 +15,781	+73%	+$119K	0.02%	586
2022 Q4	$140K	Sell	21,504 -196	-0.9%	-$1.75K	0.01%	610
2022 Q3	$237K	Sell	21,700 -3,110	-13%	-$42.2K	0.04%	469
2022 Q2	$333K	Buy	24,810 +202	+0.8%	+$2.92K	0.05%	387
2022 Q1	$381K	Buy	+24,608	New	+$355K	0.05%	361

Other funds holding AQN

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return