TD Waterhouse Canada Inc. AQN — ALGONQUIN PWR UTILS CORP

Ownership history in TD Waterhouse Canada Inc.  ·  11 quarters on record

AI Ownership Summary

TD Waterhouse Canada Inc. reported ALGONQUIN PWR UTILS CORP (AQN) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.09% in 2024 Q2. The latest visible filing shows AQN at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AQN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TD Waterhouse Canada Inc.'s position in ALGONQUIN PWR UTILS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AQN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AQN stock page TD Waterhouse Canada Inc. fund profile TD Waterhouse Canada Inc. full holdings
How TD Waterhouse Canada Inc. held AQN — position size vs. price
% of Fund (quarterly)    AQN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,653,904 +49,823 +3.1% 0.02% $8.3M 2026-10-16 $5.25
2026 Q2 ADDED — — — 1,604,081 +64,329 +4.2% 0.02% $8.8M 2026-07-27 $5.93
2026 Q1 ADDED — — — 1,539,752 +281,127 +22.3% 0.03% $9.5M 2026-05-12 $5.81
2025 Q4 REDUCED — — — 1,258,625 -54,507 -4.2% 0.05% $7.7M 2026-01-27 $6.40
2025 Q3 ADDED — — — 1,313,132 +43,699 +3.4% 0.05% $7.5M 2025-11-03 $5.37
2025 Q2 ADDED — — — 1,269,433 +6,804 +0.5% 0.05% $7.3M 2025-08-11 $5.49
2025 Q1 ADDED — — — 1,262,629 +113,055 +9.8% 0.05% $6.4M 2025-05-09 $5.72
2024 Q4 REDUCED 31.7% +16.9% ❌ 1,149,574 -534,623 -31.7% 0.04% $5.1M 2025-02-13 $4.53
2024 Q3 ADDED — — — 1,684,197 +56,978 +3.5% 0.08% $9.2M 2024-11-12 $4.42
2024 Q2 ADDED — — — 1,627,219 +54,675 +3.5% 0.09% $13.7M 2024-08-02 $5.66
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AQN

As of 2026 Q3 — sorted by position size

Euro Pacific Asset Management, LLC 3Y 0.33% Krilogy Financial LLC 3Y 7Y 0.21% Post Resch Tallon Group Inc. 0.14% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.07% August Group Capital Ltd 0.05% Counterpoint Mutual Funds LLC 3Y 0.05% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 0.04% Pacifica Partners Inc. 3Y 0.01% Hilltop National Bank 0.01% Central Pacific Bank - Trust Division 0.0%

FAQ About TD Waterhouse Canada Inc. and AQN

These are the practical questions this page is built to answer before you even open the full history table.

How long has TD Waterhouse Canada Inc. reported owning AQN?

TD Waterhouse Canada Inc. reported AQN across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported AQN position in TD Waterhouse Canada Inc.'s portfolio?

The largest reported portfolio weight for AQN was 0.09% in 2024 Q2.

What is the latest reported AQN position on this page?

The most recent filing on this page is 2026 Q3, when TD Waterhouse Canada Inc. reported 1,653,904 shares, equal to 0.02% of portfolio, with an estimated market value of $8.3M.

What does the chart on this AQN ownership page compare?

The chart compares TD Waterhouse Canada Inc.'s quarterly AQN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TD Waterhouse Canada Inc. time their AQN position?

Based on 13F filing dates vs. subsequent AQN price moves, TD Waterhouse Canada Inc. correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on AQN relative to SPY over the holding period was +224.9%.

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