Cornerstone Planning Group
AQN icon

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
Q3 		– Sell
-361
Closed -$2.15K – 267
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 		$1.62K Buy
+231
New +$2.06K ﹤0.01% 1247

Other funds holding AQN

RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Cornerstone Planning Group's AQN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Algonquin Power & Utilities (AQN) in Q3 2026, closing a stake of 361 shares — an estimated $2.15K sold.

Cornerstone Planning Group first reported a position in AQN in Q4 2022 and held it in 12 quarters. The position peaked at $14.4K in Q3 2025. 29 funds tracked by Wall St. Rank hold AQN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Algonquin Power & Utilities position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 361 Algonquin Power & Utilities shares in Q3 2026, an estimated $2.15K.
  • Cornerstone Planning Group first reported a position in Algonquin Power & Utilities in Q4 2022 and held it in 12 quarters.
  • Cornerstone Planning Group's Algonquin Power & Utilities position peaked at $14.4K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.