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Oakwell Private Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History

Oakwell Private 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
-12,250
Closed -$63K – 75
2025
Q1 		$63K Buy
+12,250
New +$57.8K 0.02% 68

Other funds holding AQN

SV
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Oakwell Private Wealth Management's AQN Position: Q2 2025 in Review

Oakwell Private Wealth Management sold out of Algonquin Power & Utilities (AQN) in Q2 2025, closing a stake of 12,250 shares — an estimated $63K sold.

Oakwell Private Wealth Management first reported a position in AQN in Q1 2025 and held it in 1 quarter. The position peaked at $63K in Q1 2025. 235 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

  • Oakwell Private Wealth Management reported no remaining Algonquin Power & Utilities position as of Q2 2025 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 12,250 Algonquin Power & Utilities shares in Q2 2025, an estimated $63K.
  • Oakwell Private Wealth Management first reported a position in Algonquin Power & Utilities in Q1 2025 and held it in 1 quarter.
  • Oakwell Private Wealth Management's Algonquin Power & Utilities position peaked at $63K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.