Sowell Financial Services’s Algonquin Power & Utilities AQN Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-11,413	Closed	-$58.7K	–	1042
2025 Q1	$58.7K	Buy	+11,413	New	+$53.9K	﹤0.01%	986
2021 Q2	–	Sell	-217	Closed	-$3K	–	645
2021 Q1	$3K	Buy	217 +67	+45%	+$1.11K	﹤0.01%	2710
2020 Q4	$2K	Hold	150	–	–	﹤0.01%	2439
2020 Q3	$2K	Hold	150	–	–	﹤0.01%	2194
2020 Q2	$2K	Hold	150	–	–	﹤0.01%	2114
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	2038
2019 Q4	$2K	Buy	+150	New	+$2.08K	﹤0.01%	2152

Other funds holding AQN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Sowell Financial Services's AQN Position: Q2 2025 in Review

Sowell Financial Services sold out of Algonquin Power & Utilities (AQN) in Q2 2025, closing a stake of 11,413 shares — an estimated $58.7K sold.

Sowell Financial Services first reported a position in AQN in Q4 2019 and held it in 7 quarters. The position peaked at $58.7K in Q1 2025. 235 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

Sowell Financial Services reported no remaining Algonquin Power & Utilities position as of Q2 2025 after selling out during the quarter.
Sowell Financial Services sold 11,413 Algonquin Power & Utilities shares in Q2 2025, an estimated $58.7K.
Sowell Financial Services first reported a position in Algonquin Power & Utilities in Q4 2019 and held it in 7 quarters.
Sowell Financial Services's Algonquin Power & Utilities position peaked at $58.7K in Q1 2025.
235 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.