Thurston Springer Miller Herd & Titak’s Algonquin Power & Utilities AQN Stock Holding History

Thurston Springer Miller Herd & Titak’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	-543	Closed	-$2.79K	–	1643
2025 Q1	$2.79K	Buy	543 +7	+1%	+$33	﹤0.01%	1393
2024 Q4	$2.38K	Buy	+536	New	+$2.59K	﹤0.01%	1113
2024 Q2	–	Sell	-4,000	Closed	-$25.3K	–	1559
2024 Q1	$25.3K	Buy	+4,000	New	+$24.2K	0.01%	87

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

Thurston Springer Miller Herd & Titak's AQN Position: Q2 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Algonquin Power & Utilities (AQN) in Q2 2025, closing a stake of 543 shares — an estimated $2.79K sold.

Thurston Springer Miller Herd & Titak first reported a position in AQN in Q1 2024 and held it in 3 quarters. The position peaked at $25.3K in Q1 2024. 235 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

Thurston Springer Miller Herd & Titak reported no remaining Algonquin Power & Utilities position as of Q2 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 543 Algonquin Power & Utilities shares in Q2 2025, an estimated $2.79K.
Thurston Springer Miller Herd & Titak first reported a position in Algonquin Power & Utilities in Q1 2024 and held it in 3 quarters.
Thurston Springer Miller Herd & Titak's Algonquin Power & Utilities position peaked at $25.3K in Q1 2024.
235 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2025, filed 7 Jul 2025.