A detailed history of Personal Cfo Solutions, LLC transactions in Algonquin Power & Utilities Corp. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 10,000 shares of AQN stock, worth $43,900. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,000
Holding current value
$43,900
% of portfolio
0.01%

Shares

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

Nov 14, 2024

BUY
$5.11 - $6.29 $51,100 - $62,900
10,000 New
10,000 $54,000
Q4 2022

Feb 14, 2023

SELL
$6.51 - $11.77 $31,261 - $56,519
-4,802 Reduced 29.09%
11,708 $76,000
Q3 2022

Nov 01, 2022

SELL
$10.91 - $26.76 $2,411 - $5,913
-221 Reduced 1.32%
16,510 $180,000
Q2 2022

Aug 05, 2022

SELL
$12.96 - $15.99 $336 - $415
-26 Reduced 0.16%
16,731 $225,000
Q1 2022

May 02, 2022

BUY
$13.68 - $15.58 $10,355 - $11,794
757 Added 4.73%
16,757 $260,000
Q4 2021

Feb 11, 2022

BUY
$13.45 - $15.18 $1,869 - $2,110
139 Added 0.88%
16,000 $231,000
Q3 2021

Nov 18, 2021

BUY
$14.66 - $16.09 $7,535 - $8,270
514 Added 3.35%
15,861 $233,000
Q2 2021

Jul 22, 2021

BUY
$14.88 - $16.6 $699 - $780
47 Added 0.31%
15,347 $228,000
Q1 2021

Apr 21, 2021

BUY
$15.19 - $17.74 $12,334 - $14,404
812 Added 5.6%
15,300 $242,000
Q4 2020

Feb 09, 2021

BUY
$14.66 - $16.61 $212,394 - $240,645
14,488 New
14,488 $238,000
Q2 2020

Aug 03, 2020

SELL
$12.54 - $14.64 $197,316 - $230,360
-15,735 Closed
0 $0
Q1 2020

Apr 30, 2020

BUY
$9.59 - $16.78 $10,376 - $18,155
1,082 Added 7.38%
15,735 $211,000
Q4 2019

Feb 13, 2020

BUY
$13.33 - $14.34 $195,324 - $210,124
14,653 New
14,653 $207,000

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 $2.98B
  • 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
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.