SHM
AQN icon

Sagard Holdings Management’s Algonquin Power & Utilities AQN Stock Holding History

Sagard Holdings 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
Q3 		$634 Sell
118
-84
-42% -$483 ﹤0.01% 106
2025
Q2 		$1.16K Buy
+202
New +$1.11K ﹤0.01% 111

Other funds holding AQN

SV
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Sagard Holdings Management's AQN Position: Q3 2025 in Review

Sagard Holdings Management reduced its Algonquin Power & Utilities (AQN) stake by 42% in Q3 2025, selling an estimated $483 and leaving 118 shares worth $634. The position accounts for ﹤0.01% of the portfolio, ranked #106.

Sagard Holdings Management first reported a position in AQN in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.16K in Q2 2025. 244 funds tracked by Wall St. Rank hold AQN as of Q3 2025.

  • Sagard Holdings Management held 118 shares of Algonquin Power & Utilities worth $634 as of Q3 2025.
  • Sagard Holdings Management sold 84 Algonquin Power & Utilities shares in Q3 2025, an estimated $483.
  • Algonquin Power & Utilities made up ﹤0.01% of Sagard Holdings Management's portfolio in Q3 2025, its #106 holding.
  • Sagard Holdings Management first reported a position in Algonquin Power & Utilities in Q2 2025 and has held it in 2 quarters since.
  • Sagard Holdings Management's Algonquin Power & Utilities position peaked at $1.16K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.