Concurrent Investment Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Concurrent Investment Advisors’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	$74.4K	Buy	+12,700	New	+$77.1K	﹤0.01%	2051

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

Concurrent Investment Advisors's AQN Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Algonquin Power & Utilities (AQN) in Q2 2026: 12,700 shares worth $74.4K. The stake represents ﹤0.01% of the portfolio and ranks #2051 among its holdings.

241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Concurrent Investment Advisors held 12,700 shares of Algonquin Power & Utilities worth $74.4K as of Q2 2026.
Algonquin Power & Utilities was a new Concurrent Investment Advisors position in Q2 2026.
Algonquin Power & Utilities made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2051 holding.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.