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	–	553
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	0.01%	586
2022 Q4	$1.73M	Buy	+265,000	New	+$2.36M	0.02%	643
2020 Q4	–	Sell	-85,000	Closed	-$1.24M	–	767
2020 Q3	$1.24M	Buy	+85,000	New	+$1.17M	0.02%	277

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

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

Polar Asset Management Partners's AQN Position: Q1 2025 in Review

Polar Asset Management Partners sold out of Algonquin Power & Utilities (AQN) in Q1 2025, closing a stake of 215,000 shares — an estimated $954K sold.

Polar Asset Management Partners first reported a position in AQN in Q3 2020 and held it in 6 quarters. The position peaked at $1.73M in Q4 2022. 233 funds tracked by Wall St. Rank hold AQN as of Q1 2025.

Polar Asset Management Partners reported no remaining Algonquin Power & Utilities position as of Q1 2025 after selling out during the quarter.
Polar Asset Management Partners sold 215,000 Algonquin Power & Utilities shares in Q1 2025, an estimated $954K.
Polar Asset Management Partners first reported a position in Algonquin Power & Utilities in Q3 2020 and held it in 6 quarters.
Polar Asset Management Partners's Algonquin Power & Utilities position peaked at $1.73M in Q4 2022.
233 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2025.

Based on Polar Asset Management Partners's 13F filing for Q1 2025, filed 15 May 2025.