Triasima Portfolio Management inc. AQN — ALGONQUIN PWR UTILS CORP

Ownership history in Triasima Portfolio Management inc.  ·  6 quarters on record

AI Ownership Summary

Triasima Portfolio Management inc. reported ALGONQUIN PWR UTILS CORP (AQN) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.66% in 2024 Q3. The latest visible filing shows AQN at 0.57% 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.

What this AQN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triasima Portfolio Management 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 Q1

AQN was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2024 Q3

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 Q1

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 Triasima Portfolio Management inc. fund profile Triasima Portfolio Management inc. full holdings
How Triasima Portfolio Management 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 622,325 +420,593 +208.5% 0.57% $3.8M 2026-04-24 $6.34
2025 Q4 ADDED — — — 201,732 +2,767 +1.4% 0.19% $1.2M 2026-02-02 $6.44
2025 Q3 ADDED — — — 198,965 +179,265 +910.0% 0.16% $1.1M 2025-10-29 $5.57
2024 Q4 REDUCED 96.3% +17.0% ❌ 19,700 -519,000 -96.3% 0.02% $87K 2025-01-28 $4.28
2024 Q3 UNCHANGED — — — 538,700 — 0% 0.66% $2.9M 2024-11-12 $4.53
2024 Q2 INITIATED — — — 538,700 — — 0.29% $3.2M 2024-08-06 $5.78

🏢 Other funds also holding AQN

As of 2026 Q1 — sorted by position size

Starboard Value LP 3Y 7Y 7.68% EdgePoint Investment Group Inc. 3Y 7Y 4.0% ARIEL INVESTMENTS, LLC 3Y 7Y 1.35% CIDEL ASSET MANAGEMENT INC 3Y 7Y 1.18% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 1.12% Greenland Capital Management LP 3Y 0.72% Packer & Co Ltd 3Y 7Y 0.66% INTACT INVESTMENT MANAGEMENT INC. 3Y 7Y 0.58% RWC Asset Management LLP 3Y 7Y 0.57% BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3Y 7Y 0.48%

FAQ About Triasima Portfolio Management 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 Triasima Portfolio Management inc. reported owning AQN?

Triasima Portfolio Management inc. reported AQN across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported AQN position in Triasima Portfolio Management inc.'s portfolio?

The largest reported portfolio weight for AQN was 0.66% in 2024 Q3.

What is the latest reported AQN position on this page?

The most recent filing on this page is 2026 Q1, when Triasima Portfolio Management inc. reported 622,325 shares, equal to 0.57% of portfolio, with an estimated market value of $3.8M.

What does the chart on this AQN ownership page compare?

The chart compares Triasima Portfolio Management 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 Triasima Portfolio Management inc. time their AQN position?

Based on 13F filing dates vs. subsequent AQN price moves, Triasima Portfolio Management inc. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on AQN relative to SPY over the holding period was -7.5%.

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