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Sierra Ocean’s Algonquin Power & Utilities AQN Stock Holding History

Sierra Ocean’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 		– Sell
-187
Closed -$1.07K – 114
2025
Q2 		$1.07K Hold
187
– – ﹤0.01% 895
2025
Q1 		$961 Hold
187
– – ﹤0.01% 941
2024
Q4 		$832 Buy
+187
New +$903 ﹤0.01% 981

Other funds holding AQN

SV
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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Sierra Ocean's AQN Position: Q3 2025 in Review

Sierra Ocean sold out of Algonquin Power & Utilities (AQN) in Q3 2025, closing a stake of 187 shares — an estimated $1.07K sold.

Sierra Ocean first reported a position in AQN in Q4 2024 and held it in 3 quarters. The position peaked at $1.07K in Q2 2025. 245 funds tracked by Wall St. Rank hold AQN as of Q3 2025.

  • Sierra Ocean reported no remaining Algonquin Power & Utilities position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 187 Algonquin Power & Utilities shares in Q3 2025, an estimated $1.07K.
  • Sierra Ocean first reported a position in Algonquin Power & Utilities in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Algonquin Power & Utilities position peaked at $1.07K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.