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
Q2 		$584K Buy
99,535
+4,952
+5% +$30.1K ﹤0.01% 3559
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 $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

Cetera Investment Advisers's AQN Position: Q2 2026 in Review

Cetera Investment Advisers increased its Algonquin Power & Utilities (AQN) stake by 5.2% in Q2 2026, buying an estimated $30.1K and bringing the position to 99,535 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #3559.

Cetera Investment Advisers first reported a position in AQN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.42M in Q4 2025. 240 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Cetera Investment Advisers held 99,535 shares of Algonquin Power & Utilities worth $584K as of Q2 2026.
  • Cetera Investment Advisers bought 4,952 Algonquin Power & Utilities shares in Q2 2026, an estimated $30.1K.
  • Algonquin Power & Utilities made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3559 holding.
  • Cetera Investment Advisers first reported a position in Algonquin Power & Utilities in Q4 2022 and has held it in 14 quarters since.
  • Cetera Investment Advisers's Algonquin Power & Utilities position peaked at $1.42M in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.