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Spire Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History

Spire Wealth Management’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 		– Sell
-3,800
Closed -$23.4K – 2257
2025
Q4 		$23.4K Sell
3,800
-12,450
-77% -$73.9K ﹤0.01% 1428
2025
Q3 		$87.3K Hold
16,250
– – ﹤0.01% 1038
2025
Q2 		$93.1K Sell
16,250
-950
-6% -$5.21K ﹤0.01% 995
2025
Q1 		$88.4K Buy
17,200
+200
+1% +$944 ﹤0.01% 1081
2024
Q4 		$75.7K Buy
17,000
+10,190
+150% +$49.2K ﹤0.01% 1140
2024
Q3 		$37.1K Buy
6,810
+6,171
+966% +$35.1K ﹤0.01% 1230
2024
Q2 		$3.75K Sell
639
-4,911
-88% -$30.4K ﹤0.01% 1895
2024
Q1 		$35.1K Hold
5,550
– – ﹤0.01% 1331
2023
Q4 		$33.1K Hold
5,550
– – ﹤0.01% 1344
2023
Q3 		$32.9K Sell
5,550
-703
-11% -$5.3K ﹤0.01% 1329
2023
Q2 		$51.6K Sell
6,253
-170
-3% -$1.44K ﹤0.01% 1185
2023
Q1 		$54K Buy
6,423
+4,911
+325% +$37K ﹤0.01% 1169
2022
Q4 		$10K Sell
1,512
-930
-38% -$8.29K ﹤0.01% 1596
2022
Q3 		$27K Sell
2,442
-4,911
-67% -$66.6K ﹤0.01% 1198
2022
Q2 		$99K Buy
7,353
+2,650
+56% +$38.4K ﹤0.01% 1034
2022
Q1 		$73K Hold
4,703
– – ﹤0.01% 1297
2021
Q4 		$68K Sell
4,703
-882
-16% -$12.6K ﹤0.01% 1577
2021
Q3 		$82K Hold
5,585
– – ﹤0.01% 1261
2021
Q2 		$83K Sell
5,585
-672
-11% -$10.6K ﹤0.01% 1258
2021
Q1 		$65K Buy
+6,257
New +$103K ﹤0.01% 1586

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

Spire Wealth Management's AQN Position: Q1 2026 in Review

Spire Wealth Management sold out of Algonquin Power & Utilities (AQN) in Q1 2026, closing a stake of 3,800 shares — an estimated $23.4K sold.

Spire Wealth Management first reported a position in AQN in Q1 2021 and held it in 20 quarters. The position peaked at $99K in Q2 2022. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Spire Wealth Management reported no remaining Algonquin Power & Utilities position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 3,800 Algonquin Power & Utilities shares in Q1 2026, an estimated $23.4K.
  • Spire Wealth Management first reported a position in Algonquin Power & Utilities in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Algonquin Power & Utilities position peaked at $99K in Q2 2022.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.