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ALPS Advisors’s Algonquin Power & Utilities AQN Stock Holding History

ALPS Advisors’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 		$1.69M Buy
289,098
+75,070
+35% +$456K 0.01% 574
2026
Q1 		$1.31M Buy
+214,028
New +$1.39M 0.01% 522

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

ALPS Advisors's AQN Position: Q2 2026 in Review

ALPS Advisors increased its Algonquin Power & Utilities (AQN) stake by 35% in Q2 2026, buying an estimated $456K and bringing the position to 289,098 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #574.

ALPS Advisors first reported a position in AQN in Q1 2026 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • ALPS Advisors held 289,098 shares of Algonquin Power & Utilities worth $1.69M as of Q2 2026.
  • ALPS Advisors bought 75,070 Algonquin Power & Utilities shares in Q2 2026, an estimated $456K.
  • Algonquin Power & Utilities made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #574 holding.
  • ALPS Advisors first reported a position in Algonquin Power & Utilities in Q1 2026 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.