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Consultiva Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History

Consultiva Wealth Management’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 		$5.88K Buy
+1,000
New +$6.07K 0.01% 243
2026
Q1 		– Sell
-1,000
Closed -$6.16K – 263
2025
Q4 		$6.16K Hold
1,000
– – 0.02% 216
2025
Q3 		$5.38K Hold
1,000
– – 0.02% 229
2025
Q2 		$5.71K Hold
1,000
– – 0.02% 236
2025
Q1 		$7.39K Buy
+1,000
New +$4.72K 0.03% 229

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

Consultiva Wealth Management's AQN Position: Q2 2026 in Review

Consultiva Wealth Management opened a new position in Algonquin Power & Utilities (AQN) in Q2 2026: 1,000 shares worth $5.88K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Consultiva Wealth Management previously reported a position in AQN as recently as Q4 2025.

Consultiva Wealth Management first reported a position in AQN in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.39K in Q1 2025. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Consultiva Wealth Management held 1,000 shares of Algonquin Power & Utilities worth $5.88K as of Q2 2026.
  • Algonquin Power & Utilities was a new Consultiva Wealth Management position in Q2 2026.
  • Algonquin Power & Utilities made up 0.01% of Consultiva Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Consultiva Wealth Management first reported a position in Algonquin Power & Utilities in Q1 2025 and has held it in 5 quarters since.
  • Consultiva Wealth Management's Algonquin Power & Utilities position peaked at $7.39K in Q1 2025.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.