Action Point Financial Planning’s Algonquin Power & Utilities AQN Stock Holding History

Action Point Financial Planning’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	$2.53K	Buy	+434	New	+$2.63K	﹤0.01%	2147

Other funds holding AQN

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Action Point Financial Planning's AQN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Algonquin Power & Utilities (AQN) in Q2 2026: 434 shares worth $2.53K. The stake represents ﹤0.01% of the portfolio and ranks #2147 among its holdings.

241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Action Point Financial Planning held 434 shares of Algonquin Power & Utilities worth $2.53K as of Q2 2026.
Algonquin Power & Utilities was a new Action Point Financial Planning position in Q2 2026.
Algonquin Power & Utilities made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2147 holding.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.