Northwestern Mutual Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History

Northwestern Mutual Wealth 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
2025 Q2	–	Sell	-23	Closed	-$118	–	3675
2025 Q1	$118	Sell	23 -777	-97%	-$3.67K	﹤0.01%	3502
2024 Q4	$3.56K	Buy	+800	New	+$3.86K	﹤0.01%	3043
2023 Q1	–	Sell	-1,500	Closed	-$9.78K	–	3354
2022 Q4	$9.78K	Buy	+1,500	New	+$13.4K	﹤0.01%	2508
2022 Q3	–	Sell	-1,741	Closed	-$23K	–	3103
2022 Q2	$23K	Buy	+1,741	New	+$25.2K	﹤0.01%	2183
2022 Q1	–	Sell	-1,059	Closed	-$15K	–	3087
2021 Q4	$15K	Hold	1,059	–	–	﹤0.01%	2430
2021 Q3	$16K	Hold	1,059	–	–	﹤0.01%	2300
2021 Q2	$16K	Buy	+1,059	New	+$16.7K	﹤0.01%	2272
2021 Q1	–	Sell	-212	Closed	-$3K	–	2758
2020 Q4	$3K	Buy	+212	New	+$3.34K	﹤0.01%	2447
2019 Q2	–	Sell	-225	Closed	-$3K	–	2484
2019 Q1	$3K	Buy	+225	New	+$2.46K	﹤0.01%	2221

Other funds holding AQN

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Northwestern Mutual Wealth Management's AQN Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Algonquin Power & Utilities (AQN) in Q2 2025, closing a stake of 23 shares — an estimated $118 sold.

Northwestern Mutual Wealth Management first reported a position in AQN in Q1 2019 and held it in 9 quarters. The position peaked at $23K in Q2 2022. 235 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

Northwestern Mutual Wealth Management reported no remaining Algonquin Power & Utilities position as of Q2 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 23 Algonquin Power & Utilities shares in Q2 2025, an estimated $118.
Northwestern Mutual Wealth Management first reported a position in Algonquin Power & Utilities in Q1 2019 and held it in 9 quarters.
Northwestern Mutual Wealth Management's Algonquin Power & Utilities position peaked at $23K in Q2 2022.
235 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.