Cornerstone Planning Group’s Algonquin Power & Utilities AQN Stock Holding History

Cornerstone Planning 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	$2.15K	Hold	361	–	–	﹤0.01%	1310
2026 Q1	$2.29K	Hold	361	–	–	﹤0.01%	1274
2025 Q4	$2.38K	Buy	361 +278	+335%	+$1.65K	﹤0.01%	1161
2025 Q3	$14.4K	Sell	83 -361	-81%	-$2.08K	﹤0.01%	669
2025 Q2	$2.63K	Buy	444 +83	+23%	+$455	﹤0.01%	876
2025 Q1	$1.89K	Hold	361	–	–	﹤0.01%	999
2024 Q4	$1.65K	Buy	361 +278	+335%	+$1.34K	﹤0.01%	843
2024 Q3	$402	Sell	83 -384	-82%	-$2.18K	﹤0.01%	1131
2024 Q2	$2.77K	Buy	467 +287	+159%	+$1.78K	﹤0.01%	700
2024 Q1	$1.18K	Buy	+180	New	+$1.09K	﹤0.01%	747
2023 Q3	–	Sell	-231	Closed	-$1.91K	–	1216
2023 Q2	$1.91K	Buy	+231	New	+$1.96K	﹤0.01%	1182
2022 Q4	$1.61K	Buy	+231	New	+$2.06K	﹤0.01%	1247

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

Cornerstone Planning Group's AQN Position: Q2 2026 in Review

Cornerstone Planning Group held its Algonquin Power & Utilities (AQN) position steady in Q2 2026 at 361 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Cornerstone Planning Group first reported a position in AQN in Q4 2022 and has held it in 12 quarters since. The position peaked at $14.4K in Q3 2025. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Cornerstone Planning Group held 361 shares of Algonquin Power & Utilities worth $2.15K as of Q2 2026.
Cornerstone Planning Group left its Algonquin Power & Utilities share count unchanged in Q2 2026.
Algonquin Power & Utilities made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1310 holding.
Cornerstone Planning Group first reported a position in Algonquin Power & Utilities in Q4 2022 and has held it in 12 quarters since.
Cornerstone Planning Group's Algonquin Power & Utilities position peaked at $14.4K in Q3 2025.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.