PFG Investments’s Algonquin Power & Utilities AQN Stock Holding History

PFG 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
2025 Q2	–	Sell	-13,020	Closed	-$66.9K	–	1054
2025 Q1	$66.9K	Sell	13,020 -209	-2%	-$987	﹤0.01%	959
2024 Q4	$58.9K	Buy	13,229 +3	+0%	+$14	﹤0.01%	972
2024 Q3	$72.1K	Sell	13,226 -9,943	-43%	-$56.5K	﹤0.01%	958
2024 Q2	$136K	Sell	23,169 -40,202	-63%	-$249K	0.01%	855
2024 Q1	$401K	Buy	63,371 +26,369	+71%	+$160K	0.02%	622
2023 Q4	$234K	Buy	37,002 +10,500	+40%	+$61.3K	0.04%	411
2023 Q3	$157K	Hold	26,502	–	–	0.03%	470
2023 Q2	$219K	Buy	26,502 +12,458	+89%	+$106K	0.04%	448
2023 Q1	$118K	Buy	+14,044	New	+$106K	0.02%	456

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

PFG Investments's AQN Position: Q2 2025 in Review

PFG Investments sold out of Algonquin Power & Utilities (AQN) in Q2 2025, closing a stake of 13,020 shares — an estimated $66.9K sold.

PFG Investments first reported a position in AQN in Q1 2023 and held it in 9 quarters. The position peaked at $401K in Q1 2024. 235 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

PFG Investments reported no remaining Algonquin Power & Utilities position as of Q2 2025 after selling out during the quarter.
PFG Investments sold 13,020 Algonquin Power & Utilities shares in Q2 2025, an estimated $66.9K.
PFG Investments first reported a position in Algonquin Power & Utilities in Q1 2023 and held it in 9 quarters.
PFG Investments's Algonquin Power & Utilities position peaked at $401K in Q1 2024.
235 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.