Donaldson Capital Management’s Algonquin Power & Utilities AQN Stock Holding History

Donaldson Capital Management’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	$102K	Buy	+17,398	New	+$106K	﹤0.01%	311

Other funds holding AQN

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Donaldson Capital Management's AQN Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in Algonquin Power & Utilities (AQN) in Q2 2026: 17,398 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #311 among its holdings.

84 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Donaldson Capital Management held 17,398 shares of Algonquin Power & Utilities worth $102K as of Q2 2026.
Algonquin Power & Utilities was a new Donaldson Capital Management position in Q2 2026.
Algonquin Power & Utilities made up ﹤0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #311 holding.
84 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.