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Crews Bank & Trust’s Algonquin Power & Utilities AQN Stock Holding History

Crews Bank & Trust’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
367
– – ﹤0.01% 628
2026
Q1 		$2.25K Hold
367
– – ﹤0.01% 644
2025
Q4 		$2.26K Hold
367
– – ﹤0.01% 599
2025
Q3 		$1.97K Buy
+367
New +$2.11K ﹤0.01% 607

Other funds holding AQN

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Crews Bank & Trust's AQN Position: Q2 2026 in Review

Crews Bank & Trust held its Algonquin Power & Utilities (AQN) position steady in Q2 2026 at 367 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Crews Bank & Trust first reported a position in AQN in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.26K in Q4 2025. 18 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Crews Bank & Trust held 367 shares of Algonquin Power & Utilities worth $2.15K as of Q2 2026.
  • Crews Bank & Trust left its Algonquin Power & Utilities share count unchanged in Q2 2026.
  • Algonquin Power & Utilities made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #628 holding.
  • Crews Bank & Trust first reported a position in Algonquin Power & Utilities in Q3 2025 and has held it in 4 quarters since.
  • Crews Bank & Trust's Algonquin Power & Utilities position peaked at $2.26K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.