Dimensional Fund Advisors
AQN icon

Dimensional Fund Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Dimensional Fund Advisors’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 		$46.1M Buy
7,868,948
+152,052
+2% +$923K 0.01% 1638
2026
Q1 		$47.4M Buy
7,716,896
+144,500
+2% +$937K 0.01% 1533
2025
Q4 		$46.6M Buy
7,572,396
+266,020
+4% +$1.58M 0.01% 1547
2025
Q3 		$39.2M Buy
7,306,376
+1,336,070
+22% +$7.68M 0.01% 1648
2025
Q2 		$34.2M Buy
5,970,306
+147,227
+3% +$807K 0.01% 1707
2025
Q1 		$29.9M Buy
5,823,079
+40,252
+0.7% +$190K 0.01% 1748
2024
Q4 		$25.7M Buy
5,782,827
+654,006
+13% +$3.16M 0.01% 1880
2024
Q3 		$28M Buy
5,128,821
+1,087,168
+27% +$6.18M 0.01% 1836
2024
Q2 		$23.7M Sell
4,041,653
-96,504
-2% -$598K 0.01% 1879
2024
Q1 		$26.2M Buy
4,138,157
+1,377,611
+50% +$8.35M 0.01% 1858
2023
Q4 		$17.4M Buy
2,760,546
+2,144,166
+348% +$12.5M 0.01% 2054
2023
Q3 		$3.65M Sell
616,380
-9,101
-1% -$68.6K ﹤0.01% 2621
2023
Q2 		$5.17M Buy
625,481
+44,231
+8% +$376K ﹤0.01% 2514
2023
Q1 		$4.88M Buy
+581,250
New +$4.37M ﹤0.01% 2494
2022
Q3 		$4.15M Buy
380,664
+9,475
+3% +$128K ﹤0.01% 2485
2022
Q2 		$4.99M Buy
371,189
+4,989
+1% +$72.2K ﹤0.01% 2448
2022
Q1 		$5.68M Buy
366,200
+16,213
+5% +$234K ﹤0.01% 2497
2021
Q4 		$5.06M Buy
349,987
+234,295
+203% +$3.35M ﹤0.01% 2560
2021
Q3 		$1.7M Sell
115,692
-5,996
-5% -$92.5K ﹤0.01% 2900
2021
Q2 		$1.81M Sell
121,688
-5,735
-5% -$90.3K ﹤0.01% 2894
2021
Q1 		$2.02M Buy
127,423
+49,411
+63% +$815K ﹤0.01% 2850
2020
Q4 		$1.28M Buy
78,012
+4,368
+6% +$68.8K ﹤0.01% 2924
2020
Q3 		$1.07M Buy
73,644
+23,969
+48% +$329K ﹤0.01% 2912
2020
Q2 		$643K Hold
49,675
– – ﹤0.01% 3027
2020
Q1 		$666K Sell
49,675
-1,000
-2% -$14.6K ﹤0.01% 3001
2019
Q4 		$717K Hold
50,675
– – ﹤0.01% 3082
2019
Q3 		$694K Buy
50,675
+1,100
+2% +$14.2K ﹤0.01% 3086
2019
Q2 		$600K Hold
49,575
– – ﹤0.01% 3159
2019
Q1 		$559K Hold
49,575
– – ﹤0.01% 3146
2018
Q4 		$498K Buy
49,575
+3,100
+7% +$31.9K ﹤0.01% 3141
2018
Q3 		$481K Buy
46,475
+1,100
+2% +$11.1K ﹤0.01% 3186
2018
Q2 		$439K Buy
+45,375
New +$443K ﹤0.01% 3144

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

Dimensional Fund Advisors's AQN Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Algonquin Power & Utilities (AQN) stake by 2% in Q2 2026, buying an estimated $923K and bringing the position to 7,868,948 shares worth $46.1M. The position accounts for 0.01% of the portfolio, ranked #1638.

Dimensional Fund Advisors first reported a position in AQN in Q2 2018 and has held it in 32 quarters since. The position peaked at $47.4M in Q1 2026. 240 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Dimensional Fund Advisors held 7,868,948 shares of Algonquin Power & Utilities worth $46.1M as of Q2 2026.
  • Dimensional Fund Advisors bought 152,052 Algonquin Power & Utilities shares in Q2 2026, an estimated $923K.
  • Algonquin Power & Utilities made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1638 holding.
  • Dimensional Fund Advisors first reported a position in Algonquin Power & Utilities in Q2 2018 and has held it in 32 quarters since.
  • Dimensional Fund Advisors's Algonquin Power & Utilities position peaked at $47.4M in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.