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Northwest & Ethical Investments’s Algonquin Power & Utilities AQN Stock Holding History

Northwest & Ethical Investments’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
2026
Q2 		$4.35M Sell
739,919
-200,133
-21% -$1.22M 0.1% 147
2026
Q1 		$5.78M Buy
940,052
+4,789
+0.5% +$31.1K 0.13% 149
2025
Q4 		$5.76M Sell
935,263
-235,279
-20% -$1.4M 0.13% 158
2025
Q3 		$6.28M Buy
1,170,542
+282,278
+32% +$1.62M 0.15% 159
2025
Q2 		$5.09M Buy
888,264
+826,203
+1,331% +$4.53M 0.13% 178
2025
Q1 		$319K Buy
62,061
+11,810
+24% +$55.7K 0.01% 422
2024
Q4 		$223K Buy
50,251
+3,096
+7% +$14.9K 0.01% 396
2024
Q3 		$258K Buy
47,155
+5,158
+12% +$29.3K 0.01% 399
2024
Q2 		$247K Hold
41,997
– – 0.01% 382
2024
Q1 		$265K Sell
41,997
-65,547
-61% -$397K 0.01% 383
2023
Q4 		$679K Sell
107,544
-173,433
-62% -$1.01M 0.02% 289
2023
Q3 		$1.66M Buy
280,977
+171,279
+156% +$1.29M 0.06% 245
2023
Q2 		$907K Sell
109,698
-5,892
-5% -$50.1K 0.03% 289
2023
Q1 		$970K Buy
115,590
+26,902
+30% +$202K 0.03% 304
2022
Q4 		$578K Buy
88,688
+1,983
+2% +$17.7K 0.02% 332
2022
Q3 		$947K Buy
86,705
+1,898
+2% +$25.7K 0.04% 297
2022
Q2 		$1.14M Sell
84,807
-16,134
-16% -$233K 0.04% 286
2022
Q1 		$1.57M Buy
100,941
+34,459
+52% +$497K 0.05% 268
2021
Q4 		$960K Buy
66,482
+3,677
+6% +$52.6K 0.03% 308
2021
Q3 		$921K Buy
62,805
+1,568
+3% +$24.2K 0.03% 303
2021
Q2 		$912K Buy
61,237
+39,312
+179% +$619K 0.03% 313
2021
Q1 		$347K Buy
21,925
+1,381
+7% +$22.8K 0.01% 357
2020
Q4 		$338K Buy
20,544
+3,484
+20% +$54.9K 0.01% 355
2020
Q3 		$248K Buy
17,060
+1,796
+12% +$24.7K 0.01% 355
2020
Q2 		$197K Buy
+15,264
New +$209K 0.01% 356
2017
Q2 		– Sell
-81,600
Closed -$779K – 362
2017
Q1 		$779K Sell
81,600
-243,400
-75% -$2.19M 0.05% 302
2016
Q4 		$2.76M Buy
+325,000
New +$2.75M 0.19% 135

Other funds holding AQN

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Northwest & Ethical Investments's AQN Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Algonquin Power & Utilities (AQN) stake by 21% in Q2 2026, selling an estimated $1.22M and leaving 739,919 shares worth $4.35M. The position accounts for 0.1% of the portfolio, ranked #147.

Northwest & Ethical Investments first reported a position in AQN in Q4 2016 and has held it in 27 quarters since. The position peaked at $6.28M in Q3 2025. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Northwest & Ethical Investments held 739,919 shares of Algonquin Power & Utilities worth $4.35M as of Q2 2026.
  • Northwest & Ethical Investments sold 200,133 Algonquin Power & Utilities shares in Q2 2026, an estimated $1.22M.
  • Algonquin Power & Utilities made up 0.1% of Northwest & Ethical Investments's portfolio in Q2 2026, its #147 holding.
  • Northwest & Ethical Investments first reported a position in Algonquin Power & Utilities in Q4 2016 and has held it in 27 quarters since.
  • Northwest & Ethical Investments's Algonquin Power & Utilities position peaked at $6.28M in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.