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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
Q2 		– Sell
-12,538
Closed -$77K – 184
2026
Q1 		$77K Buy
+12,538
New +$81.3K 0.02% 134

Other funds holding AQN

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Able Wealth Management's AQN Position: Q2 2026 in Review

Able Wealth Management sold out of Algonquin Power & Utilities (AQN) in Q2 2026, closing a stake of 12,538 shares — an estimated $77K sold.

Able Wealth Management first reported a position in AQN in Q1 2026 and held it in 1 quarter. The position peaked at $77K in Q1 2026. 240 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Able Wealth Management reported no remaining Algonquin Power & Utilities position as of Q2 2026 after selling out during the quarter.
  • Able Wealth Management sold 12,538 Algonquin Power & Utilities shares in Q2 2026, an estimated $77K.
  • Able Wealth Management first reported a position in Algonquin Power & Utilities in Q1 2026 and held it in 1 quarter.
  • Able Wealth Management's Algonquin Power & Utilities position peaked at $77K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.