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 		$4.3K Buy
+700
New +$4.54K ﹤0.01% 7983
2025
Q3 		– Sell
-30,200
Closed -$173K – 9001
2025
Q2 		$173K Sell
30,200
-17,000
-36% -$93.2K ﹤0.01% 4652
2025
Q1 		$242K Buy
47,200
+26,400
+127% +$125K ﹤0.01% 4118
2024
Q4 		$92K Buy
20,800
+19,400
+1,386% +$93.6K ﹤0.01% 5249
2024
Q3 		$7K Buy
1,400
+200
+17% +$1.14K ﹤0.01% 7392
2024
Q2 		$7K Sell
1,200
-35,000
-97% -$217K ﹤0.01% 7640
2024
Q1 		$228K Sell
36,200
-1,500
-4% -$9.09K ﹤0.01% 4699
2023
Q4 		$238K Buy
37,700
+10,600
+39% +$61.9K ﹤0.01% 4492
2023
Q3 		$160K Sell
27,100
-283,100
-91% -$2.13M ﹤0.01% 4597
2023
Q2 		$2.56M Buy
310,200
+296,500
+2,164% +$2.52M ﹤0.01% 1771
2023
Q1 		$115K Buy
13,700
+3,400
+33% +$25.6K ﹤0.01% 4996
2022
Q4 		$67K Sell
10,300
-1,000
-9% -$8.92K ﹤0.01% 5514
2022
Q3 		$123K Sell
11,300
-2,600
-19% -$35.3K ﹤0.01% 5237
2022
Q2 		$186K Sell
13,900
-500
-3% -$7.24K ﹤0.01% 4705
2022
Q1 		$223K Sell
14,400
-15,400
-52% -$222K ﹤0.01% 5002
2021
Q4 		$430K Buy
29,800
+24,700
+484% +$354K ﹤0.01% 4024
2021
Q3 		$76K Sell
5,100
-2,000
-28% -$30.8K ﹤0.01% 6989
2021
Q2 		$105K Buy
7,100
+6,980
+5,817% +$110K ﹤0.01% 6654
2021
Q1 		$190K Buy
120
+117
+3,900% +$1.93K ﹤0.01% 4817
2020
Q4 		$4K Buy
+3
New +$47 ﹤0.01% 7767

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.