CPIG
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Chicago Partners Investment Group’s Algonquin Power & Utilities AQN Stock Holding History

Chicago Partners Investment Group’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 		$117K Sell
19,502
-6,351
-25% -$38.6K ﹤0.01% 1471
2026
Q1 		$161K Sell
25,853
-8,107
-24% -$52.6K ﹤0.01% 1367
2025
Q4 		$217K Sell
33,960
-4,959
-13% -$29.5K 0.01% 1201
2025
Q3 		$224K Buy
38,919
+85
+0.2% +$489 0.01% 1116
2025
Q2 		$236K Hold
38,834
– – 0.01% 961
2025
Q1 		$212K Buy
+38,834
New +$183K 0.01% 843

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

Chicago Partners Investment Group's AQN Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Algonquin Power & Utilities (AQN) stake by 25% in Q2 2026, selling an estimated $38.6K and leaving 19,502 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Chicago Partners Investment Group first reported a position in AQN in Q1 2025 and has held it in 6 quarters since. The position peaked at $236K in Q2 2025. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Chicago Partners Investment Group held 19,502 shares of Algonquin Power & Utilities worth $117K as of Q2 2026.
  • Chicago Partners Investment Group sold 6,351 Algonquin Power & Utilities shares in Q2 2026, an estimated $38.6K.
  • Algonquin Power & Utilities made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1471 holding.
  • Chicago Partners Investment Group first reported a position in Algonquin Power & Utilities in Q1 2025 and has held it in 6 quarters since.
  • Chicago Partners Investment Group's Algonquin Power & Utilities position peaked at $236K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.