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 		$145K Buy
23,600
+23,400
+11,700% +$152K ﹤0.01% 4669
2025
Q4 		$1.23K Sell
200
-6,100
-97% -$36.2K ﹤0.01% 7977
2025
Q3 		$33K Sell
6,300
-800
-11% -$4.6K ﹤0.01% 6868
2025
Q2 		$40K Sell
7,100
-6,400
-47% -$35.1K ﹤0.01% 6132
2025
Q1 		$69K Sell
13,500
-1,000
-7% -$4.72K ﹤0.01% 5457
2024
Q4 		$64K Sell
14,500
-58,700
-80% -$283K ﹤0.01% 5604
2024
Q3 		$398K Sell
73,200
-3,500
-5% -$19.9K ﹤0.01% 3843
2024
Q2 		$449K Buy
76,700
+71,800
+1,465% +$445K ﹤0.01% 3781
2024
Q1 		$30K Buy
4,900
+1,500
+44% +$9.09K ﹤0.01% 6738
2023
Q4 		$21K Buy
3,400
+300
+10% +$1.75K ﹤0.01% 6868
2023
Q3 		$18K Sell
3,100
-62,900
-95% -$474K ﹤0.01% 6692
2023
Q2 		$545K Buy
66,000
+20,500
+45% +$174K ﹤0.01% 3213
2023
Q1 		$382K Buy
45,500
+18,900
+71% +$142K ﹤0.01% 3555
2022
Q4 		$173K Sell
26,600
-55,900
-68% -$498K ﹤0.01% 4392
2022
Q3 		$900K Sell
82,500
-217,800
-73% -$2.95M ﹤0.01% 2770
2022
Q2 		$4.03M Hold
300,300
– – ﹤0.01% 1275
2022
Q1 		$4.66M Buy
300,300
+284,400
+1,789% +$4.1M ﹤0.01% 1301
2021
Q4 		$229K Buy
15,900
+200
+1% +$2.86K ﹤0.01% 4987
2021
Q3 		$235K Hold
15,700
– – ﹤0.01% 5345
2021
Q2 		$233K Buy
15,700
+15,535
+9,415% +$245K ﹤0.01% 5431
2021
Q1 		$261K Buy
+165
New +$2.72K ﹤0.01% 4318

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.