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Cornerstone Financial Management’s Algonquin Power & Utilities AQN Stock Holding History

Cornerstone Financial 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 		– Sell
-81
Closed -$497 – 1479
2026
Q1 		$497 Hold
81
– – ﹤0.01% 1206
2025
Q4 		$498 Buy
+81
New +$481 ﹤0.01% 1174

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

Cornerstone Financial Management's AQN Position: Q2 2026 in Review

Cornerstone Financial Management sold out of Algonquin Power & Utilities (AQN) in Q2 2026, closing a stake of 81 shares — an estimated $497 sold.

Cornerstone Financial Management first reported a position in AQN in Q4 2025 and held it in 2 quarters. The position peaked at $498 in Q4 2025. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Cornerstone Financial Management reported no remaining Algonquin Power & Utilities position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Financial Management sold 81 Algonquin Power & Utilities shares in Q2 2026, an estimated $497.
  • Cornerstone Financial Management first reported a position in Algonquin Power & Utilities in Q4 2025 and held it in 2 quarters.
  • Cornerstone Financial Management's Algonquin Power & Utilities position peaked at $498 in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.