AF
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Aviso Financial’s Algonquin Power & Utilities AQN Stock Holding History

Aviso Financial’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
Q1 		$7.42K Buy
1,213
+173
+17% +$1.12K ﹤0.01% 292
2025
Q4 		$6.39K Buy
+1,040
New +$6.18K ﹤0.01% 294
2024
Q3 		– Sell
-625
Closed -$3.66K – 361
2024
Q2 		$3.66K Buy
+625
New +$3.87K ﹤0.01% 307

Other funds holding AQN

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aviso Financial's AQN Position: Q1 2026 in Review

Aviso Financial increased its Algonquin Power & Utilities (AQN) stake by 17% in Q1 2026, buying an estimated $1.12K and bringing the position to 1,213 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Aviso Financial first reported a position in AQN in Q2 2024 and has held it in 3 quarters since. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Aviso Financial held 1,213 shares of Algonquin Power & Utilities worth $7.42K as of Q1 2026.
  • Aviso Financial bought 173 Algonquin Power & Utilities shares in Q1 2026, an estimated $1.12K.
  • Algonquin Power & Utilities made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #292 holding.
  • Aviso Financial first reported a position in Algonquin Power & Utilities in Q2 2024 and has held it in 3 quarters since.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.