A detailed history of Creative Planning transactions in Algonquin Power & Utilities Corp. stock. As of the latest transaction made, Creative Planning holds 63,391 shares of AQN stock, worth $279,554. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63,391
Previous 93,480 32.19%
Holding current value
$279,554
Previous $547,000 36.93%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$5.11 - $6.29 $153,754 - $189,259
-30,089 Reduced 32.19%
63,391 $345,000
Q2 2024

Aug 15, 2024

SELL
$5.67 - $6.75 $95,970 - $114,250
-16,926 Reduced 15.33%
93,480 $547,000
Q1 2024

May 10, 2024

BUY
$5.68 - $6.65 $143,652 - $168,185
25,291 Added 29.71%
110,406 $697,000
Q4 2023

Feb 14, 2024

BUY
$5.02 - $6.53 $286,014 - $372,046
56,975 Added 202.47%
85,115 $537,000
Q3 2023

Nov 16, 2023

SELL
$5.92 - $8.49 $319,603 - $458,349
-53,987 Reduced 65.74%
28,140 $166,000
Q2 2023

Jul 21, 2023

BUY
$8.05 - $8.94 $79,026 - $87,763
9,817 Added 13.58%
82,127 $678,000
Q1 2023

May 15, 2023

BUY
$6.66 - $8.58 $481,584 - $620,419
72,310 New
72,310 $607,000

Others Institutions Holding AQN

About ALGONQUIN POWER & UTILITIES CORP.


  • Ticker AQN
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Renewable
  • Shares Outstandng 677,822,016
  • Market Cap $2.99B
  • Description
  • Algonquin Power & Utilities Corp., through its subsidiaries, owns and operates a portfolio of regulated and non-regulated generation, distribution, and transmission utility assets. The company operates through two segments, Regulated Services Group and Renewable Energy Group. The Regulated Services Group segment operates a portfolio of rate-...
More about AQN
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