Cerity Partners
AQN icon

Cerity Partners’s Algonquin Power & Utilities AQN Stock Holding History

Cerity Partners’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 		$461K Buy
75,154
+21,762
+41% +$141K ﹤0.01% 2345
2025
Q4 		$328K Buy
53,392
+761
+1% +$4.52K ﹤0.01% 2360
2025
Q3 		$283K Buy
+52,631
New +$303K ﹤0.01% 2319
2024
Q4 		– Sell
-10,345
Closed -$56.4K – 2427
2024
Q3 		$56.4K Sell
10,345
-3,442
-25% -$19.6K ﹤0.01% 2479
2024
Q2 		$80.8K Buy
13,787
+154
+1% +$954 ﹤0.01% 2133
2024
Q1 		$86.2K Sell
13,633
-1,719
-11% -$10.4K ﹤0.01% 2217
2023
Q4 		$97K Sell
15,352
-20,268
-57% -$118K ﹤0.01% 1788
2023
Q3 		$211K Sell
35,620
-8,694
-20% -$65.5K ﹤0.01% 1271
2023
Q2 		$366K Buy
44,314
+354
+0.8% +$3.01K ﹤0.01% 1313
2023
Q1 		$369K Buy
43,960
+1,831
+4% +$13.8K ﹤0.01% 1435
2022
Q4 		$275K Buy
+42,129
New +$376K ﹤0.01% 1180

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

Cerity Partners's AQN Position: Q1 2026 in Review

Cerity Partners increased its Algonquin Power & Utilities (AQN) stake by 41% in Q1 2026, buying an estimated $141K and bringing the position to 75,154 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Cerity Partners first reported a position in AQN in Q4 2022 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Cerity Partners held 75,154 shares of Algonquin Power & Utilities worth $461K as of Q1 2026.
  • Cerity Partners bought 21,762 Algonquin Power & Utilities shares in Q1 2026, an estimated $141K.
  • Algonquin Power & Utilities made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2345 holding.
  • Cerity Partners first reported a position in Algonquin Power & Utilities in Q4 2022 and has held it in 11 quarters since.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.