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SVB Wealth’s Algonquin Power & Utilities AQN Stock Holding History

SVB Wealth’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
-496
Closed -$2.55K – 533
2025
Q1 		$2.55K Sell
496
-10,540
-96% -$49.8K ﹤0.01% 1182
2024
Q4 		$49.1K Buy
+11,036
New +$53.3K ﹤0.01% 731
2024
Q3 		– Sell
-12,725
Closed -$74.6K – 56
2024
Q2 		$74.6K Sell
12,725
-236
-2% -$1.46K ﹤0.01% 722
2024
Q1 		$81.9K Buy
+12,961
New +$78.5K ﹤0.01% 819
2023
Q4 		– Sell
-12,119
Closed -$71.7K – 882
2023
Q3 		$71.7K Sell
12,119
-5,573
-32% -$42K ﹤0.01% 818
2023
Q2 		$146K Buy
17,692
+78
+0.4% +$663 ﹤0.01% 850
2023
Q1 		$148K Buy
17,614
+7,204
+69% +$54.2K ﹤0.01% 913
2022
Q4 		$67.9K Sell
10,410
-7,802
-43% -$69.6K ﹤0.01% 994
2022
Q3 		$199K Buy
18,212
+2,529
+16% +$34.3K ﹤0.01% 856
2022
Q2 		$210K Buy
15,683
+704
+5% +$10.2K ﹤0.01% 667
2022
Q1 		$232K Buy
+14,979
New +$216K ﹤0.01% 658
2021
Q4 		– Sell
-47,954
Closed -$703K – 816
2021
Q3 		$703K Buy
+47,954
New +$740K 0.01% 496

Other funds holding AQN

SV
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

SVB Wealth's AQN Position: Q2 2025 in Review

SVB Wealth sold out of Algonquin Power & Utilities (AQN) in Q2 2025, closing a stake of 496 shares — an estimated $2.55K sold.

SVB Wealth first reported a position in AQN in Q3 2021 and held it in 12 quarters. The position peaked at $703K in Q3 2021. 235 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

  • SVB Wealth reported no remaining Algonquin Power & Utilities position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 496 Algonquin Power & Utilities shares in Q2 2025, an estimated $2.55K.
  • SVB Wealth first reported a position in Algonquin Power & Utilities in Q3 2021 and held it in 12 quarters.
  • SVB Wealth's Algonquin Power & Utilities position peaked at $703K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.