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Farther Finance Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Farther Finance 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
Q3 		$40.6K Buy
8,052
+2,729
+51% +$15.4K ﹤0.01% 3596
2026
Q2 		$31.8K Buy
5,323
+417
+8% +$2.53K ﹤0.01% 3613
2026
Q1 		$30.6K Buy
4,906
+1,054
+27% +$6.83K ﹤0.01% 3355
2025
Q4 		$23.7K Buy
+3,852
New +$22.9K ﹤0.01% 3326
2024
Q4 		– Sell
-1,160
Closed -$6.32K – 4005
2024
Q3 		$6.32K Buy
1,160
+327
+39% +$1.86K ﹤0.01% 2555
2024
Q2 		$4.89K Hold
833
– – ﹤0.01% 2409
2024
Q1 		$5.17K Sell
833
-104
-11% -$630 ﹤0.01% 2052
2023
Q4 		$5.92K Buy
+937
New +$5.47K ﹤0.01% 1875

Other funds holding AQN

PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Farther Finance Advisors's AQN Position: Q3 2026 in Review

Farther Finance Advisors increased its Algonquin Power & Utilities (AQN) stake by 51% in Q3 2026, buying an estimated $15.4K and bringing the position to 8,052 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3596.

Farther Finance Advisors first reported a position in AQN in Q4 2023 and has held it in 8 quarters since. 5 funds tracked by Wall St. Rank hold AQN as of Q3 2026.

  • Farther Finance Advisors held 8,052 shares of Algonquin Power & Utilities worth $40.6K as of Q3 2026.
  • Farther Finance Advisors bought 2,729 Algonquin Power & Utilities shares in Q3 2026, an estimated $15.4K.
  • Algonquin Power & Utilities made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3596 holding.
  • Farther Finance Advisors first reported a position in Algonquin Power & Utilities in Q4 2023 and has held it in 8 quarters since.
  • 5 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.