Redwood Investment Management’s Algonquin Power & Utilities AQN Stock Holding History

Redwood Investment 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 Q1	–	Sell	-531,628	Closed	-$2.37M	–	290
2024 Q4	$2.37M	Buy	531,628 +26,329	+5%	+$127K	0.23%	81
2024 Q3	$2.79M	Buy	505,299 +6,176	+1%	+$35.1K	0.25%	72
2024 Q2	$3.02M	Sell	499,123 -20,756	-4%	-$129K	0.26%	77
2024 Q1	$3.29M	Buy	519,879 +8,012	+2%	+$48.5K	0.31%	62
2023 Q4	$3.23M	Sell	511,867 -28,921	-5%	-$169K	0.3%	61
2023 Q3	$3.2M	Buy	+540,788	New	+$4.07M	0.28%	72

Other funds holding AQN

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

EIG

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCA

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Redwood Investment Management's AQN Position: Q1 2025 in Review

Redwood Investment Management sold out of Algonquin Power & Utilities (AQN) in Q1 2025, closing a stake of 531,628 shares — an estimated $2.37M sold.

Redwood Investment Management first reported a position in AQN in Q3 2023 and held it in 6 quarters. The position peaked at $3.29M in Q1 2024. 231 funds tracked by Wall St. Rank hold AQN as of Q1 2025.

Redwood Investment Management reported no remaining Algonquin Power & Utilities position as of Q1 2025 after selling out during the quarter.
Redwood Investment Management sold 531,628 Algonquin Power & Utilities shares in Q1 2025, an estimated $2.37M.
Redwood Investment Management first reported a position in Algonquin Power & Utilities in Q3 2023 and held it in 6 quarters.
Redwood Investment Management's Algonquin Power & Utilities position peaked at $3.29M in Q1 2024.
231 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2025.

Based on Redwood Investment Management's 13F filing for Q1 2025, filed 14 May 2025.