Polar Asset Management Partners’s Algonquin Power & Utilities AQN Stock Holding History

Polar Asset Management Partners’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 Q1	–	Sell	-215,000	Closed	-$954K	–	554
2024 Q4	$954K	Buy	+215,000	New	+$1.04M	0.01%	445
2023 Q4	–	Sell	-272,000	Closed	-$1.61M	–	797
2023 Q3	$1.61M	Buy	272,000 +98,000	+56%	+$738K	0.04%	409
2023 Q2	$1.44M	Buy	174,000 +64,000	+58%	+$544K	0.03%	480
2023 Q1	$924K	Sell	110,000 -155,000	-58%	-$1.17M	0.02%	586
2022 Q4	$1.73M	Buy	+265,000	New	+$2.36M	0.02%	643
2020 Q4	–	Sell	-85,000	Closed	-$1.24M	–	768
2020 Q3	$1.24M	Buy	+85,000	New	+$1.17M	0.03%	277

Other funds holding AQN

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return