Simplex Trading
AQN icon

Simplex Trading’s Algonquin Power & Utilities AQN Stock Holding History

Simplex Trading’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
2026
Q1 		$101K Sell
16,428
-140,927
-90% -$914K ﹤0.01% 5076
2025
Q4 		$968K Buy
157,355
+44,722
+40% +$266K ﹤0.01% 2640
2025
Q3 		$604K Buy
+112,633
New +$647K ﹤0.01% 3592
2025
Q2 		– Sell
-25,408
Closed -$139K – 8563
2025
Q1 		$130K Buy
25,408
+10,900
+75% +$51.5K ﹤0.01% 4781
2024
Q4 		$64K Sell
14,508
-11,024
-43% -$53.2K ﹤0.01% 5605
2024
Q3 		$139K Buy
+25,532
New +$145K ﹤0.01% 4889
2024
Q2 		– Sell
-40,870
Closed -$253K – 8716
2024
Q1 		$258K Sell
40,870
-257
-0.6% -$1.56K ﹤0.01% 4568
2023
Q4 		$259K Buy
+41,127
New +$240K ﹤0.01% 4390
2023
Q3 		– Sell
-84,316
Closed -$635K – 8592
2023
Q2 		$696K Buy
84,316
+41,379
+96% +$352K ﹤0.01% 2964
2023
Q1 		$360K Sell
42,937
-2,042
-5% -$15.4K ﹤0.01% 3620
2022
Q4 		$293K Buy
44,979
+12,118
+37% +$108K ﹤0.01% 3765
2022
Q3 		$358K Buy
32,861
+23,907
+267% +$324K ﹤0.01% 3865
2022
Q2 		$120K Buy
+8,954
New +$130K ﹤0.01% 5307
2022
Q1 		– Sell
-33,074
Closed -$477K – 10313
2021
Q4 		$477K Buy
+33,074
New +$473K ﹤0.01% 3869
2021
Q2 		– Sell
-5,560
Closed -$87.6K – 9980
2021
Q1 		$88K Buy
+5,560
New +$91.8K ﹤0.01% 5917

Other funds holding AQN

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Simplex Trading's AQN Position: Q1 2026 in Review

Simplex Trading reduced its Algonquin Power & Utilities (AQN) stake by 90% in Q1 2026, selling an estimated $914K and leaving 16,428 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #5076.

Simplex Trading first reported a position in AQN in Q1 2021 and has held it in 15 quarters since. The position peaked at $968K in Q4 2025. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Simplex Trading held 16,428 shares of Algonquin Power & Utilities worth $101K as of Q1 2026.
  • Simplex Trading sold 140,927 Algonquin Power & Utilities shares in Q1 2026, an estimated $914K.
  • Algonquin Power & Utilities made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5076 holding.
  • Simplex Trading first reported a position in Algonquin Power & Utilities in Q1 2021 and has held it in 15 quarters since.
  • Simplex Trading's Algonquin Power & Utilities position peaked at $968K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.