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Algonquin Power & Utilities equs shares owned by Caldwell Investment Management

Quarter-by-quarter ownership of Algonquin Power & Utilities equs (AQN) shares owned by Caldwell Investment Management from 13F filings

Historical chart of Caldwell Investment Management investment in Algonquin Power & Utilities equs

Tip: Access up to 7 years of quarterly data

All positions including Algonquin Power & Utilities equs held by Caldwell Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Algonquin Power & Utilities equs by Caldwell Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $606k 102k 5.92
2023-06-30 $852k 102k 8.32
2023-03-31 $858k 102k 8.38
2022-12-31 $668k 102k 6.53
2022-09-30 $1.1M 102k 11.08
2022-06-30 $1.8M 102k 17.30
2022-03-31 $1.6M 101k 15.47
2021-12-31 $1.5M 100k 14.52