Jeppson Wealth Management, LLC Algonquin Power & Utilities Corp. Transaction History

Jeppson Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 25, 2023	SELL	$5.92 - $8.49 $28,427 - $40,768	-4,802 Reduced 32.4%	10,020 $59,000
Q2 2023 Jul 31, 2023	SELL	$8.05 - $8.94 $2,415 - $2,682	-300 Reduced 1.98%	14,822 $122,000
Q1 2023 Apr 27, 2023	SELL	$6.66 - $8.58 $61,971 - $79,836	-9,305 Reduced 38.09%	15,122 $127,000
Q4 2022 Jan 27, 2023	BUY	$6.51 - $11.77 $6,119 - $11,063	940 Added 4.0%	24,427 $0
Q3 2022 Oct 20, 2022	BUY	$10.91 - $26.76 $73,151 - $179,425	6,705 Added 39.95%	23,487 $256,000
Q2 2021 Jul 20, 2021	SELL	$14.88 - $16.6 $744 - $830	-50 Reduced 0.3%	16,782 $249,000
Q1 2021 May 19, 2021	SELL	$15.19 - $17.74 $3,113 - $3,636	-205 Reduced 1.2%	16,832 $266,000
Q4 2020 Mar 05, 2021	BUY	$14.66 - $16.61 $2,199 - $2,491	150 Added 0.89%	17,037 $280,000
Q3 2020 Nov 19, 2020	BUY	$12.55 - $14.54 $211,931 - $245,536	16,887 New	16,887 $246,000

268

391M

3.24M

29.3M

Ticker AQN
Exchange NYSE
Sector Utilities
Industry Utilities—Renewable
Shares Outstandng 677,822,016
Market Cap $3.27B
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-...

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Jeppson Wealth Management, LLC with notifications on news.