True Wealth Design’s Algonquin Power & Utilities AQN Stock Holding History

True Wealth Design’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 Q4	–	Sell	-9	Closed	-$50	–	1361
2024 Q3	$50	Sell	9 -17	-65%	-$97	﹤0.01%	1256
2024 Q2	$153	Hold	26	–	–	﹤0.01%	758
2024 Q1	$165	Buy	26 +5	+24%	+$30	﹤0.01%	751
2023 Q4	$133	Buy	21 +2	+11%	+$12	﹤0.01%	726
2023 Q3	$113	Buy	19 +1	+6%	+$8	﹤0.01%	710
2023 Q2	$149	Buy	18 +3	+20%	+$25	﹤0.01%	693
2023 Q1	$126	Buy	15 +1	+7%	+$8	﹤0.01%	779
2022 Q4	$91	Buy	+14	New	+$125	﹤0.01%	739

Other funds holding AQN

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

True Wealth Design's AQN Position: Q4 2024 in Review

True Wealth Design sold out of Algonquin Power & Utilities (AQN) in Q4 2024, closing a stake of 9 shares — an estimated $50 sold.

True Wealth Design first reported a position in AQN in Q4 2022 and held it in 8 quarters. The position peaked at $165 in Q1 2024. 226 funds tracked by Wall St. Rank hold AQN as of Q4 2024.

True Wealth Design reported no remaining Algonquin Power & Utilities position as of Q4 2024 after selling out during the quarter.
True Wealth Design sold 9 Algonquin Power & Utilities shares in Q4 2024, an estimated $50.
True Wealth Design first reported a position in Algonquin Power & Utilities in Q4 2022 and held it in 8 quarters.
True Wealth Design's Algonquin Power & Utilities position peaked at $165 in Q1 2024.
226 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2024.

Based on True Wealth Design's 13F filing for Q4 2024, filed 14 Feb 2025.