Cetera Investment Advisers
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Cetera Investment Advisers’s Algonquin Power & Utilities AQN Stock Holding History

Cetera Investment Advisers’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 		$579K Sell
94,583
-136,250
-59% -$883K ﹤0.01% 3368
2025
Q4 		$1.42M Buy
230,833
+14,474
+7% +$86K ﹤0.01% 2524
2025
Q3 		$1.16M Buy
216,359
+62,860
+41% +$361K ﹤0.01% 2652
2025
Q2 		$876K Sell
153,499
-3,476
-2% -$19.1K ﹤0.01% 2496
2025
Q1 		$806K Buy
156,975
+28,175
+22% +$133K ﹤0.01% 2443
2024
Q4 		$571K Sell
128,800
-6,333
-5% -$30.6K ﹤0.01% 2573
2024
Q3 		$739K Buy
135,133
+1,671
+1% +$9.5K ﹤0.01% 2335
2024
Q2 		$784K Buy
133,462
+52,344
+65% +$324K ﹤0.01% 2249
2024
Q1 		$513K Buy
81,118
+40,710
+101% +$247K ﹤0.01% 2582
2023
Q4 		$256K Sell
40,408
-6,649
-14% -$38.8K ﹤0.01% 1882
2023
Q3 		$280K Buy
47,057
+2,009
+4% +$15.1K ﹤0.01% 1778
2023
Q2 		$373K Buy
+45,048
New +$383K ﹤0.01% 1608
2023
Q1 		– Sell
-10,723
Closed -$69.8K – 2168
2022
Q4 		$69.8K Buy
+10,723
New +$95.6K ﹤0.01% 2022

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

Cetera Investment Advisers's AQN Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Algonquin Power & Utilities (AQN) stake by 59% in Q1 2026, selling an estimated $883K and leaving 94,583 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #3368.

Cetera Investment Advisers first reported a position in AQN in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.42M in Q4 2025. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Cetera Investment Advisers held 94,583 shares of Algonquin Power & Utilities worth $579K as of Q1 2026.
  • Cetera Investment Advisers sold 136,250 Algonquin Power & Utilities shares in Q1 2026, an estimated $883K.
  • Algonquin Power & Utilities made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3368 holding.
  • Cetera Investment Advisers first reported a position in Algonquin Power & Utilities in Q4 2022 and has held it in 13 quarters since.
  • Cetera Investment Advisers's Algonquin Power & Utilities position peaked at $1.42M in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.