Baird Financial Group
AQN icon

Baird Financial Group’s Algonquin Power & Utilities AQN Stock Holding History

Baird Financial Group’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 		$1.5M Sell
256,046
-2,673
-1% -$16.2K ﹤0.01% 1203
2026
Q1 		$1.59M Buy
+258,719
New +$1.68M ﹤0.01% 1132
2024
Q4 		– Sell
-19,154
Closed -$104K – 1749
2024
Q3 		$104K Sell
19,154
-332,005
-95% -$1.89M ﹤0.01% 1705
2024
Q2 		$2.06M Sell
351,159
-30,041
-8% -$186K ﹤0.01% 941
2024
Q1 		$2.41M Sell
381,200
-12,910
-3% -$78.2K 0.01% 892
2023
Q4 		$2.49M Buy
+394,110
New +$2.3M 0.01% 872
2022
Q4 		– Sell
-77,088
Closed -$841K – 1682
2022
Q3 		$841K Buy
77,088
+1,848
+2% +$25.1K ﹤0.01% 1104
2022
Q2 		$1.01M Sell
75,240
-58
-0.1% -$839 ﹤0.01% 1079
2022
Q1 		$1.17M Sell
75,298
-28,919
-28% -$417K ﹤0.01% 1080
2021
Q4 		$1.51M Sell
104,217
-262,579
-72% -$3.76M ﹤0.01% 1045
2021
Q3 		$5.38M Sell
366,796
-66,064
-15% -$1.02M 0.01% 577
2021
Q2 		$6.44M Sell
432,860
-52,345
-11% -$824K 0.02% 522
2021
Q1 		$7.69M Sell
485,205
-6,687
-1% -$110K 0.02% 461
2020
Q4 		$8.1M Sell
491,892
-19,836
-4% -$313K 0.02% 427
2020
Q3 		$7.44M Buy
511,728
+2,174
+0.4% +$29.8K 0.03% 414
2020
Q2 		$6.59M Sell
509,554
-26,939
-5% -$369K 0.02% 418
2020
Q1 		$7.19M Buy
536,493
+1,564
+0.3% +$22.8K 0.03% 371
2019
Q4 		$7.57M Sell
534,929
-46,822
-8% -$649K 0.03% 442
2019
Q3 		$7.97M Sell
581,751
-147,374
-20% -$1.9M 0.03% 395
2019
Q2 		$8.83M Sell
729,125
-6,429
-0.9% -$75.1K 0.03% 383
2019
Q1 		$8.29M Sell
735,554
-196
-0% -$2.14K 0.05% 345
2018
Q4 		$7.39M Sell
735,750
-22,980
-3% -$237K 0.05% 343
2018
Q3 		$7.84M Buy
758,730
+19,627
+3% +$198K 0.05% 344
2018
Q2 		$7.15M Buy
739,103
+8,562
+1% +$83.6K 0.05% 350
2018
Q1 		$7.25M Buy
730,541
+9,913
+1% +$102K 0.05% 348
2017
Q4 		$8.04M Buy
720,628
+125,280
+21% +$1.37M 0.06% 320
2017
Q3 		$6.29M Buy
595,348
+262,842
+79% +$2.79M 0.05% 373
2017
Q2 		$3.5M Buy
332,506
+273,878
+467% +$2.74M 0.03% 475
2017
Q1 		$562K Buy
+58,628
New +$528K ﹤0.01% 924

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

Baird Financial Group's AQN Position: Q2 2026 in Review

Baird Financial Group reduced its Algonquin Power & Utilities (AQN) stake by 1% in Q2 2026, selling an estimated $16.2K and leaving 256,046 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Baird Financial Group first reported a position in AQN in Q1 2017 and has held it in 29 quarters since. The position peaked at $8.83M in Q2 2019. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Baird Financial Group held 256,046 shares of Algonquin Power & Utilities worth $1.5M as of Q2 2026.
  • Baird Financial Group sold 2,673 Algonquin Power & Utilities shares in Q2 2026, an estimated $16.2K.
  • Algonquin Power & Utilities made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1203 holding.
  • Baird Financial Group first reported a position in Algonquin Power & Utilities in Q1 2017 and has held it in 29 quarters since.
  • Baird Financial Group's Algonquin Power & Utilities position peaked at $8.83M in Q2 2019.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.