Creative Planning
AQN icon

Creative Planning’s Algonquin Power & Utilities AQN Stock Holding History

Creative Planning’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
Q1 		$436K Sell
70,979
-576
-0.8% -$3.73K ﹤0.01% 3131
2025
Q4 		$440K Sell
71,555
-5,843
-8% -$34.7K ﹤0.01% 2944
2025
Q3 		$416K Buy
77,398
+1,045
+1% +$6.01K ﹤0.01% 2878
2025
Q2 		$438K Sell
76,353
-2,593
-3% -$14.2K ﹤0.01% 2585
2025
Q1 		$406K Buy
78,946
+14,582
+23% +$68.8K ﹤0.01% 2488
2024
Q4 		$286K Buy
64,364
+973
+2% +$4.7K ﹤0.01% 2704
2024
Q3 		$345K Sell
63,391
-30,089
-32% -$171K ﹤0.01% 2410
2024
Q2 		$548K Sell
93,480
-16,926
-15% -$105K ﹤0.01% 1872
2024
Q1 		$698K Buy
110,406
+25,291
+30% +$153K ﹤0.01% 1600
2023
Q4 		$538K Buy
85,115
+56,975
+202% +$333K ﹤0.01% 1663
2023
Q3 		$167K Sell
28,140
-53,987
-66% -$407K ﹤0.01% 2290
2023
Q2 		$678K Buy
82,127
+9,817
+14% +$83.4K ﹤0.01% 1366
2023
Q1 		$607K Buy
+72,310
New +$544K ﹤0.01% 1349
2017
Q3 		– Sell
-1,941
Closed -$20K – 1982
2017
Q2 		$20K Buy
1,941
+100
+5% +$1K ﹤0.01% 3172
2017
Q1 		$18K Hold
1,841
– – ﹤0.01% 3184
2016
Q4 		$16K Buy
+1,841
New +$15.6K ﹤0.01% 3207

Other funds holding AQN

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Creative Planning's AQN Position: Q1 2026 in Review

Creative Planning reduced its Algonquin Power & Utilities (AQN) stake by 0.8% in Q1 2026, selling an estimated $3.73K and leaving 70,979 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

Creative Planning first reported a position in AQN in Q4 2016 and has held it in 16 quarters since. The position peaked at $698K in Q1 2024. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Creative Planning held 70,979 shares of Algonquin Power & Utilities worth $436K as of Q1 2026.
  • Creative Planning sold 576 Algonquin Power & Utilities shares in Q1 2026, an estimated $3.73K.
  • Algonquin Power & Utilities made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3131 holding.
  • Creative Planning first reported a position in Algonquin Power & Utilities in Q4 2016 and has held it in 16 quarters since.
  • Creative Planning's Algonquin Power & Utilities position peaked at $698K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.