Able Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History

Able Wealth Management’s Portfolio AQN Stock Details AQN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$77K	Buy	+12,538	New	+$81.3K	0.02%	134

Other funds holding AQN

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Able Wealth Management's AQN Position: Q1 2026 in Review

Able Wealth Management opened a new position in Algonquin Power & Utilities (AQN) in Q1 2026: 12,538 shares worth $77K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings.

251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

Able Wealth Management held 12,538 shares of Algonquin Power & Utilities worth $77K as of Q1 2026.
Algonquin Power & Utilities was a new Able Wealth Management position in Q1 2026.
Algonquin Power & Utilities made up 0.02% of Able Wealth Management's portfolio in Q1 2026, its #134 holding.
251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.