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 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 $12.5B AUM 31.7% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

Triasima Portfolio Management's AQN Position: Q1 2026 in Review

Triasima Portfolio Management increased its Algonquin Power & Utilities (AQN) stake by 208% in Q1 2026, buying an estimated $2.73M and bringing the position to 622,325 shares worth $3.8M. The position accounts for 0.57% of the portfolio, ranked #62.

Triasima Portfolio Management first reported a position in AQN in Q4 2020 and has held it in 9 quarters since. The position peaked at $8.29M in Q4 2020. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

Triasima Portfolio Management held 622,325 shares of Algonquin Power & Utilities worth $3.8M as of Q1 2026.
Triasima Portfolio Management bought 420,593 Algonquin Power & Utilities shares in Q1 2026, an estimated $2.73M.
Algonquin Power & Utilities made up 0.57% of Triasima Portfolio Management's portfolio in Q1 2026, its #62 holding.
Triasima Portfolio Management first reported a position in Algonquin Power & Utilities in Q4 2020 and has held it in 9 quarters since.
Triasima Portfolio Management's Algonquin Power & Utilities position peaked at $8.29M in Q4 2020.
251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Triasima Portfolio Management's 13F filing for Q1 2026, filed 24 Apr 2026.