Triasima Portfolio Management’s Algonquin Power & Utilities AQN Stock Holding History

Triasima Portfolio 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 Q2	–	Sell	-622,325	Closed	-$3.8M	–	129
2026 Q1	$3.8M	Buy	622,325 +420,593	+208%	+$2.73M	0.57%	62
2025 Q4	$1.24M	Buy	201,732 +2,767	+1%	+$16.4K	0.19%	97
2025 Q3	$1.07M	Buy	+198,965	New	+$1.14M	0.16%	112
2025 Q1	–	Sell	-19,700	Closed	-$87.4K	–	147
2024 Q4	$87.4K	Sell	19,700 -519,000	-96%	-$2.5M	0.02%	144
2024 Q3	$2.94M	Hold	538,700	–	–	0.66%	48
2024 Q2	$3.16M	Buy	+538,700	New	+$3.34M	0.29%	60
2021 Q3	–	Sell	-50,492	Closed	-$752K	–	158
2021 Q2	$752K	Sell	50,492 -364,133	-88%	-$5.73M	0.04%	126
2021 Q1	$6.57M	Sell	414,625 -89,200	-18%	-$1.47M	0.33%	42
2020 Q4	$8.29M	Buy	+503,825	New	+$7.94M	0.47%	37

Other funds holding AQN

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

BCIM

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Triasima Portfolio Management's AQN Position: Q2 2026 in Review

Triasima Portfolio Management sold out of Algonquin Power & Utilities (AQN) in Q2 2026, closing a stake of 622,325 shares — an estimated $3.8M sold.

Triasima Portfolio Management first reported a position in AQN in Q4 2020 and held it in 9 quarters. The position peaked at $8.29M in Q4 2020. 240 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Triasima Portfolio Management reported no remaining Algonquin Power & Utilities position as of Q2 2026 after selling out during the quarter.
Triasima Portfolio Management sold 622,325 Algonquin Power & Utilities shares in Q2 2026, an estimated $3.8M.
Triasima Portfolio Management first reported a position in Algonquin Power & Utilities in Q4 2020 and held it in 9 quarters.
Triasima Portfolio Management's Algonquin Power & Utilities position peaked at $8.29M in Q4 2020.
240 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.