EWA
AQN icon

EverSource Wealth Advisors’s Algonquin Power & Utilities AQN Stock Holding History

EverSource Wealth 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 		$13.8K Sell
2,355
-1,491
-39% -$9.05K ﹤0.01% 2702
2026
Q1 		$23.6K Buy
3,846
+1,614
+72% +$10.5K ﹤0.01% 2397
2025
Q4 		$13.7K Buy
2,232
+1,703
+322% +$10.1K ﹤0.01% 2628
2025
Q3 		$2.84K Buy
529
+91
+21% +$523 ﹤0.01% 3398
2025
Q2 		$2.51K Sell
438
-42
-9% -$230 ﹤0.01% 3426
2025
Q1 		$2.47K Sell
480
-830
-63% -$3.92K ﹤0.01% 2839
2024
Q4 		$5.83K Sell
1,310
-10,191
-89% -$49.2K ﹤0.01% 2277
2024
Q3 		$62.7K Sell
11,501
-17,203
-60% -$97.8K ﹤0.01% 973
2024
Q2 		$179K Buy
28,704
+5,863
+26% +$36.3K 0.01% 596
2024
Q1 		$140K Buy
22,841
+1,213
+6% +$7.35K 0.01% 595
2023
Q4 		$137K Buy
21,628
+1,972
+10% +$11.5K 0.01% 539
2023
Q3 		$116K Buy
19,656
+2,500
+15% +$18.8K 0.01% 517
2023
Q2 		$142K Buy
17,156
+3,670
+27% +$31.2K 0.02% 472
2023
Q1 		$113K Buy
13,486
+5,350
+66% +$40.3K 0.01% 504
2022
Q4 		$53K Buy
8,136
+699
+9% +$6.23K 0.01% 741
2022
Q3 		$81K Buy
+7,437
New +$101K 0.02% 493

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

EverSource Wealth Advisors's AQN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Algonquin Power & Utilities (AQN) stake by 39% in Q2 2026, selling an estimated $9.05K and leaving 2,355 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

EverSource Wealth Advisors first reported a position in AQN in Q3 2022 and has held it in 16 quarters since. The position peaked at $179K in Q2 2024. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • EverSource Wealth Advisors held 2,355 shares of Algonquin Power & Utilities worth $13.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,491 Algonquin Power & Utilities shares in Q2 2026, an estimated $9.05K.
  • Algonquin Power & Utilities made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2702 holding.
  • EverSource Wealth Advisors first reported a position in Algonquin Power & Utilities in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Algonquin Power & Utilities position peaked at $179K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.