Zimmer Partners’s Algonquin Power & Utilities AQN Stock Holding History

Zimmer Partners’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 Q4	–	Sell	-800,000	Closed	-$4.3M	–	124
2025 Q3	$4.3M	Buy	+800,000	New	+$4.6M	0.09%	105
2023 Q3	–	Sell	-100,000	Closed	-$826K	–	125
2023 Q2	$826K	Hold	100,000	–	–	0.02%	103
2023 Q1	$840K	Buy	+100,000	New	+$752K	0.02%	90
2022 Q1	–	Sell	-394,452	Closed	-$5.7M	–	113
2021 Q4	$5.7M	Buy	+394,452	New	+$5.65M	0.09%	94
2021 Q3	–	Sell	-601,142	Closed	-$8.96M	–	145
2021 Q2	$8.96M	Buy	+601,142	New	+$9.47M	0.12%	98
2020 Q2	–	Sell	-1,000,000	Closed	-$13.5M	–	110
2020 Q1	$13.5M	Buy	+1,000,000	New	+$14.6M	0.3%	50
2019 Q4	–	Sell	-21,100	Closed	-$289K	–	87
2019 Q3	$289K	Buy	+21,100	New	+$272K	﹤0.01%	104
2019 Q1	–	Sell	-292,800	Closed	-$2.94M	–	68
2018 Q4	$2.94M	Buy	+292,800	New	+$3.01M	0.04%	67

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

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

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BCIM

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

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

Norges Bank Oslo, Norway $1T AUM

Zimmer Partners's AQN Position: Q4 2025 in Review

Zimmer Partners sold out of Algonquin Power & Utilities (AQN) in Q4 2025, closing a stake of 800,000 shares — an estimated $4.3M sold.

Zimmer Partners first reported a position in AQN in Q4 2018 and held it in 8 quarters. The position peaked at $13.5M in Q1 2020. 246 funds tracked by Wall St. Rank hold AQN as of Q4 2025.

Zimmer Partners reported no remaining Algonquin Power & Utilities position as of Q4 2025 after selling out during the quarter.
Zimmer Partners sold 800,000 Algonquin Power & Utilities shares in Q4 2025, an estimated $4.3M.
Zimmer Partners first reported a position in Algonquin Power & Utilities in Q4 2018 and held it in 8 quarters.
Zimmer Partners's Algonquin Power & Utilities position peaked at $13.5M in Q1 2020.
246 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2025.

Based on Zimmer Partners's 13F filing for Q4 2025, filed 17 Feb 2026.