Avantax Advisory Services’s Algonquin Power & Utilities AQN Stock Holding History

Avantax Advisory Services’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
2025 Q2	$107K	Buy	18,639 +4,940	+36%	+$27.1K	﹤0.01%	2283
2025 Q1	$70.4K	Buy	13,699 +747	+6%	+$3.53K	﹤0.01%	2181
2024 Q4	$57.6K	Buy	+12,952	New	+$62.5K	﹤0.01%	2150
2024 Q3	–	Sell	-10,677	Closed	-$62.6K	–	2125
2024 Q2	$62.6K	Buy	+10,677	New	+$66.2K	﹤0.01%	2034

Other funds holding AQN

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

EIG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BCIM

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Avantax Advisory Services's AQN Position: Q2 2025 in Review

Avantax Advisory Services increased its Algonquin Power & Utilities (AQN) stake by 36% in Q2 2025, buying an estimated $27.1K and bringing the position to 18,639 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

Avantax Advisory Services first reported a position in AQN in Q2 2024 and has held it in 4 quarters since. 234 funds tracked by Wall St. Rank hold AQN as of Q2 2025.

Avantax Advisory Services held 18,639 shares of Algonquin Power & Utilities worth $107K as of Q2 2025.
Avantax Advisory Services bought 4,940 Algonquin Power & Utilities shares in Q2 2025, an estimated $27.1K.
Algonquin Power & Utilities made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2283 holding.
Avantax Advisory Services first reported a position in Algonquin Power & Utilities in Q2 2024 and has held it in 4 quarters since.
234 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.