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Millstone Evans Group’s Algonquin Power & Utilities AQN Stock Holding History

Millstone Evans Group’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
Q4 		– Sell
-1,530
Closed -$8.22K – 858
2025
Q3 		$8.22K Hold
1,530
– – 0.01% 561
2025
Q2 		$8.77K Hold
1,530
– – 0.01% 541
2025
Q1 		$7.86K Hold
1,530
– – 0.01% 543
2024
Q4 		$6.81K Buy
+1,530
New +$7.38K ﹤0.01% 540

Other funds holding AQN

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Millstone Evans Group's AQN Position: Q4 2025 in Review

Millstone Evans Group sold out of Algonquin Power & Utilities (AQN) in Q4 2025, closing a stake of 1,530 shares — an estimated $8.22K sold.

Millstone Evans Group first reported a position in AQN in Q4 2024 and held it in 4 quarters. The position peaked at $8.77K in Q2 2025. 245 funds tracked by Wall St. Rank hold AQN as of Q4 2025.

  • Millstone Evans Group reported no remaining Algonquin Power & Utilities position as of Q4 2025 after selling out during the quarter.
  • Millstone Evans Group sold 1,530 Algonquin Power & Utilities shares in Q4 2025, an estimated $8.22K.
  • Millstone Evans Group first reported a position in Algonquin Power & Utilities in Q4 2024 and held it in 4 quarters.
  • Millstone Evans Group's Algonquin Power & Utilities position peaked at $8.77K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2025.

Based on Millstone Evans Group's 13F filing for Q4 2025, filed 2 Feb 2026.