ClearBridge Investments
AQN icon

ClearBridge Investments’s Algonquin Power & Utilities AQN Stock Holding History

ClearBridge Investments’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 		$79.1M Buy
13,497,531
+660,696
+5% +$4.01M 0.07% 258
2026
Q1 		$78.8M Buy
+12,836,835
New +$83.2M 0.07% 238

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments's AQN Position: Q2 2026 in Review

ClearBridge Investments increased its Algonquin Power & Utilities (AQN) stake by 5.1% in Q2 2026, buying an estimated $4.01M and bringing the position to 13,497,531 shares worth $79.1M. The position accounts for 0.07% of the portfolio, ranked #258.

ClearBridge Investments first reported a position in AQN in Q1 2026 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • ClearBridge Investments held 13,497,531 shares of Algonquin Power & Utilities worth $79.1M as of Q2 2026.
  • ClearBridge Investments bought 660,696 Algonquin Power & Utilities shares in Q2 2026, an estimated $4.01M.
  • Algonquin Power & Utilities made up 0.07% of ClearBridge Investments's portfolio in Q2 2026, its #258 holding.
  • ClearBridge Investments first reported a position in Algonquin Power & Utilities in Q1 2026 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.