PWP
AQN icon

Pursue Wealth Partners’s Algonquin Power & Utilities AQN Stock Holding History

Pursue Wealth 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
2024
Q4 		– Sell
-26,086
Closed -$142K – 116
2024
Q3 		$142K Hold
26,086
– – 0.08% 110
2024
Q2 		$153K Hold
26,086
– – 0.08% 108
2024
Q1 		$165K Hold
26,086
– – 0.1% 100
2023
Q4 		$165K Buy
+26,086
New +$152K 0.11% 88

Other funds holding AQN

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Pursue Wealth Partners's AQN Position: Q4 2024 in Review

Pursue Wealth Partners sold out of Algonquin Power & Utilities (AQN) in Q4 2024, closing a stake of 26,086 shares — an estimated $142K sold.

Pursue Wealth Partners first reported a position in AQN in Q4 2023 and held it in 4 quarters. The position peaked at $165K in Q1 2024. 226 funds tracked by Wall St. Rank hold AQN as of Q4 2024.

  • Pursue Wealth Partners reported no remaining Algonquin Power & Utilities position as of Q4 2024 after selling out during the quarter.
  • Pursue Wealth Partners sold 26,086 Algonquin Power & Utilities shares in Q4 2024, an estimated $142K.
  • Pursue Wealth Partners first reported a position in Algonquin Power & Utilities in Q4 2023 and held it in 4 quarters.
  • Pursue Wealth Partners's Algonquin Power & Utilities position peaked at $165K in Q1 2024.
  • 226 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2024.

Based on Pursue Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.