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Arax Advisory Partners’s Algonquin Power & Utilities AQN Stock Holding History

Arax Advisory Partners’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 		$5.8K Buy
989
+942
+2,004% +$5.72K ﹤0.01% 4555
2026
Q1 		$288 Sell
47
-985
-95% -$6.39K ﹤0.01% 3496
2025
Q4 		$6.36K Buy
1,032
+1,017
+6,780% +$6.04K ﹤0.01% 2721
2025
Q3 		$81 Sell
15
-13
-46% -$75 ﹤0.01% 3506
2025
Q2 		$235 Buy
28
+13
+87% +$71 ﹤0.01% 2975
2025
Q1 		$78 Buy
+15
New +$71 ﹤0.01% 2623
2024
Q3 		– Sell
-162
Closed -$950 – 2621
2024
Q2 		$950 Buy
+162
New +$1K ﹤0.01% 2186
2024
Q1 		– Sell
-211
Closed -$1.33K – 1318
2023
Q4 		$1.33K Sell
211
-531
-72% -$3.1K ﹤0.01% 1081
2023
Q3 		$4.39K Buy
742
+135
+22% +$1.02K ﹤0.01% 903
2023
Q2 		$5.01K Hold
607
– – ﹤0.01% 863
2023
Q1 		$5.1K Sell
607
-256
-30% -$1.93K ﹤0.01% 845
2022
Q4 		$5.63K Buy
863
+479
+125% +$4.27K ﹤0.01% 766
2022
Q3 		$4K Sell
384
-518
-57% -$7.03K ﹤0.01% 837
2022
Q2 		$12K Buy
902
+518
+135% +$7.5K ﹤0.01% 621
2022
Q1 		$6K Buy
384
+100
+35% +$1.44K ﹤0.01% 724
2021
Q4 		$4K Sell
284
-107
-27% -$1.53K ﹤0.01% 786
2021
Q3 		$6K Hold
391
– – ﹤0.01% 726
2021
Q2 		$6K Buy
+391
New +$6.16K ﹤0.01% 730

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

Arax Advisory Partners's AQN Position: Q2 2026 in Review

Arax Advisory Partners increased its Algonquin Power & Utilities (AQN) stake by 2,004% in Q2 2026, buying an estimated $5.72K and bringing the position to 989 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4555.

Arax Advisory Partners first reported a position in AQN in Q2 2021 and has held it in 18 quarters since. The position peaked at $12K in Q2 2022. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Arax Advisory Partners held 989 shares of Algonquin Power & Utilities worth $5.8K as of Q2 2026.
  • Arax Advisory Partners bought 942 Algonquin Power & Utilities shares in Q2 2026, an estimated $5.72K.
  • Algonquin Power & Utilities made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4555 holding.
  • Arax Advisory Partners first reported a position in Algonquin Power & Utilities in Q2 2021 and has held it in 18 quarters since.
  • Arax Advisory Partners's Algonquin Power & Utilities position peaked at $12K in Q2 2022.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.