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Naples Money Management’s Algonquin Power & Utilities AQN Stock Holding History

Naples Money Management’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
Q3 		$856 Hold
157
– – ﹤0.01% 349
2024
Q2 		$922 Hold
157
– – ﹤0.01% 353
2024
Q1 		$992 Hold
157
– – ﹤0.01% 358
2023
Q4 		$992 Buy
+157
New +$917 ﹤0.01% 369

Other funds holding AQN

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Naples Money Management's AQN Position: Q3 2024 in Review

Naples Money Management held its Algonquin Power & Utilities (AQN) position steady in Q3 2024 at 157 shares worth $856. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Naples Money Management first reported a position in AQN in Q4 2023 and has held it in 4 quarters since. The position peaked at $992 in Q1 2024. 237 funds tracked by Wall St. Rank hold AQN as of Q3 2024.

  • Naples Money Management held 157 shares of Algonquin Power & Utilities worth $856 as of Q3 2024.
  • Naples Money Management left its Algonquin Power & Utilities share count unchanged in Q3 2024.
  • Algonquin Power & Utilities made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #349 holding.
  • Naples Money Management first reported a position in Algonquin Power & Utilities in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Algonquin Power & Utilities position peaked at $992 in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.