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

Cambridge Investment Research 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 		$133K Buy
22,665
+7,679
+51% +$46.6K ﹤0.01% 3898
2026
Q1 		$92K Sell
14,986
-430
-3% -$2.79K ﹤0.01% 3805
2025
Q4 		$95K Sell
15,416
-304
-2% -$1.81K ﹤0.01% 3703
2025
Q3 		$85K Sell
15,720
-2,549
-14% -$14.7K ﹤0.01% 3606
2025
Q2 		$104K Sell
18,269
-6,963
-28% -$38.2K ﹤0.01% 3466
2025
Q1 		$130K Sell
25,232
-1,129
-4% -$5.33K ﹤0.01% 3311
2024
Q4 		$117K Sell
26,361
-14,398
-35% -$69.5K ﹤0.01% 3308
2024
Q3 		$223K Sell
40,759
-2,886
-7% -$16.4K ﹤0.01% 3055
2024
Q2 		$256K Sell
43,645
-10,678
-20% -$66.2K ﹤0.01% 2830
2024
Q1 		$343K Sell
54,323
-21,855
-29% -$132K ﹤0.01% 2598
2023
Q4 		$481K Sell
76,178
-5,981
-7% -$34.9K ﹤0.01% 2205
2023
Q3 		$486K Sell
82,159
-526
-0.6% -$3.96K ﹤0.01% 2110
2023
Q2 		$684K Buy
82,685
+5,950
+8% +$50.6K ﹤0.01% 1896
2023
Q1 		$644K Sell
76,735
-15,034
-16% -$113K ﹤0.01% 1914
2022
Q4 		$598K Buy
91,769
+24,555
+37% +$219K ﹤0.01% 1884
2022
Q3 		$735K Buy
67,214
+5,986
+10% +$81.2K ﹤0.01% 1684
2022
Q2 		$822K Buy
61,228
+18,954
+45% +$274K ﹤0.01% 1606
2022
Q1 		$656K Buy
42,274
+10,029
+31% +$145K ﹤0.01% 1889
2021
Q4 		$466K Buy
32,245
+13,575
+73% +$194K ﹤0.01% 2156
2021
Q3 		$274K Buy
+18,670
New +$288K ﹤0.01% 2541

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

Cambridge Investment Research Advisors's AQN Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Algonquin Power & Utilities (AQN) stake by 51% in Q2 2026, buying an estimated $46.6K and bringing the position to 22,665 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #3898.

Cambridge Investment Research Advisors first reported a position in AQN in Q3 2021 and has held it in 20 quarters since. The position peaked at $822K in Q2 2022. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Cambridge Investment Research Advisors held 22,665 shares of Algonquin Power & Utilities worth $133K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 7,679 Algonquin Power & Utilities shares in Q2 2026, an estimated $46.6K.
  • Algonquin Power & Utilities made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3898 holding.
  • Cambridge Investment Research Advisors first reported a position in Algonquin Power & Utilities in Q3 2021 and has held it in 20 quarters since.
  • Cambridge Investment Research Advisors's Algonquin Power & Utilities position peaked at $822K in Q2 2022.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.