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 Q2	$439K	Sell	74,856 -298	-0.4%	-$1.81K	﹤0.01%	2517
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 $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

Cerity Partners's AQN Position: Q2 2026 in Review

Cerity Partners reduced its Algonquin Power & Utilities (AQN) stake by 0.4% in Q2 2026, selling an estimated $1.81K and leaving 74,856 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

Cerity Partners first reported a position in AQN in Q4 2022 and has held it in 12 quarters since. The position peaked at $461K in Q1 2026. 240 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Cerity Partners held 74,856 shares of Algonquin Power & Utilities worth $439K as of Q2 2026.
Cerity Partners sold 298 Algonquin Power & Utilities shares in Q2 2026, an estimated $1.81K.
Algonquin Power & Utilities made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2517 holding.
Cerity Partners first reported a position in Algonquin Power & Utilities in Q4 2022 and has held it in 12 quarters since.
Cerity Partners's Algonquin Power & Utilities position peaked at $461K in Q1 2026.
240 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.