Bell Investment Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Bell Investment 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	$2.87K	Buy	490 +98	+25%	+$595	﹤0.01%	1212
2026 Q1	$2.41K	Hold	392	–	–	﹤0.01%	1265
2025 Q4	$2.41K	Hold	392	–	–	﹤0.01%	1280
2025 Q3	$2.11K	Hold	392	–	–	﹤0.01%	1316
2025 Q2	$2.25K	Hold	392	–	–	﹤0.01%	1329
2025 Q1	$2.02K	Buy	392 +142	+57%	+$670	﹤0.01%	1305
2024 Q4	$1.11K	Sell	250 -157	-39%	-$758	﹤0.01%	1550
2024 Q3	$2.22K	Sell	407 -106	-21%	-$603	﹤0.01%	1317
2024 Q2	$3.01K	Buy	513 +263	+105%	+$1.63K	﹤0.01%	1174
2024 Q1	$1.58K	Sell	250 -79	-24%	-$479	﹤0.01%	1443
2023 Q4	$2.08K	Sell	329 -246	-43%	-$1.44K	﹤0.01%	1311
2023 Q3	$3.4K	Buy	575 +71	+14%	+$535	﹤0.01%	1008
2023 Q2	$4.16K	Buy	504 +52	+12%	+$442	﹤0.01%	914
2023 Q1	$3.8K	Buy	452 +160	+55%	+$1.2K	﹤0.01%	916
2022 Q4	$1.9K	Buy	292 +208	+248%	+$1.85K	﹤0.01%	1322
2022 Q3	$1K	Buy	+84	New	+$1.14K	﹤0.01%	1304
2021 Q4	$6K	Buy	389 +352	+951%	+$5.04K	﹤0.01%	652
2021 Q3	$1K	Buy	+37	New	+$571	﹤0.01%	1253

Other funds holding AQN

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bell Investment Advisors's AQN Position: Q2 2026 in Review

Bell Investment Advisors increased its Algonquin Power & Utilities (AQN) stake by 25% in Q2 2026, buying an estimated $595 and bringing the position to 490 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Bell Investment Advisors first reported a position in AQN in Q3 2021 and has held it in 18 quarters since. The position peaked at $6K in Q4 2021. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Bell Investment Advisors held 490 shares of Algonquin Power & Utilities worth $2.87K as of Q2 2026.
Bell Investment Advisors bought 98 Algonquin Power & Utilities shares in Q2 2026, an estimated $595.
Algonquin Power & Utilities made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1212 holding.
Bell Investment Advisors first reported a position in Algonquin Power & Utilities in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Algonquin Power & Utilities position peaked at $6K in Q4 2021.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.