Triumph Capital Management’s Algonquin Power & Utilities AQN Stock Holding History

Triumph Capital 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
2024 Q2	–	Sell	-12,021	Closed	-$74.6K	–	241
2024 Q1	$74.6K	Sell	12,021 -1,197	-9%	-$7.25K	0.03%	219
2023 Q4	$85K	Sell	13,218 -5,713	-30%	-$33.4K	0.04%	211
2023 Q3	$114K	Buy	18,931 +2,314	+14%	+$17.4K	0.05%	213
2023 Q2	$139K	Sell	16,617 -7,042	-30%	-$59.8K	0.06%	214
2023 Q1	$199K	Sell	23,659 -18,193	-43%	-$137K	0.1%	180
2022 Q4	$273K	Buy	+41,852	New	+$373K	0.15%	157

Other funds holding AQN

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

EIG

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Triumph Capital Management's AQN Position: Q2 2024 in Review

Triumph Capital Management sold out of Algonquin Power & Utilities (AQN) in Q2 2024, closing a stake of 12,021 shares — an estimated $74.6K sold.

Triumph Capital Management first reported a position in AQN in Q4 2022 and held it in 6 quarters. The position peaked at $273K in Q4 2022. 258 funds tracked by Wall St. Rank hold AQN as of Q2 2024.

Triumph Capital Management reported no remaining Algonquin Power & Utilities position as of Q2 2024 after selling out during the quarter.
Triumph Capital Management sold 12,021 Algonquin Power & Utilities shares in Q2 2024, an estimated $74.6K.
Triumph Capital Management first reported a position in Algonquin Power & Utilities in Q4 2022 and held it in 6 quarters.
Triumph Capital Management's Algonquin Power & Utilities position peaked at $273K in Q4 2022.
258 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2024.

Based on Triumph Capital Management's 13F filing for Q2 2024, filed 14 Feb 2025.