Center for Financial Planning’s Algonquin Power & Utilities AQN Stock Holding History

Center for Financial Planning’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	$12	Hold	2	–	–	﹤0.01%	662
2026 Q1	$13	Hold	2	–	–	﹤0.01%	654
2025 Q4	$13	Hold	2	–	–	﹤0.01%	698
2025 Q3	$11	Hold	2	–	–	﹤0.01%	658
2025 Q2	$12	Hold	2	–	–	﹤0.01%	645
2025 Q1	$11	Hold	2	–	–	﹤0.01%	698
2024 Q4	$9	Hold	2	–	–	﹤0.01%	672
2024 Q3	$11	Hold	2	–	–	﹤0.01%	577
2024 Q2	$12	Buy	+2	New	+$12	﹤0.01%	581
2022 Q4	–	Sell	-159	Closed	-$2K	–	550
2022 Q3	$2K	Buy	+159	New	+$2.16K	﹤0.01%	508

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

Center for Financial Planning's AQN Position: Q2 2026 in Review

Center for Financial Planning held its Algonquin Power & Utilities (AQN) position steady in Q2 2026 at 2 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Center for Financial Planning first reported a position in AQN in Q3 2022 and has held it in 10 quarters since. The position peaked at $2K in Q3 2022. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Center for Financial Planning held 2 shares of Algonquin Power & Utilities worth $12 as of Q2 2026.
Center for Financial Planning left its Algonquin Power & Utilities share count unchanged in Q2 2026.
Algonquin Power & Utilities made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #662 holding.
Center for Financial Planning first reported a position in Algonquin Power & Utilities in Q3 2022 and has held it in 10 quarters since.
Center for Financial Planning's Algonquin Power & Utilities position peaked at $2K in Q3 2022.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.