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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
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

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

Farther Finance Advisors's AQN Position: Q2 2026 in Review

Farther Finance Advisors increased its Algonquin Power & Utilities (AQN) stake by 8.5% in Q2 2026, buying an estimated $2.53K and bringing the position to 5,323 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3613.

Farther Finance Advisors first reported a position in AQN in Q4 2023 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Farther Finance Advisors held 5,323 shares of Algonquin Power & Utilities worth $31.8K as of Q2 2026.
  • Farther Finance Advisors bought 417 Algonquin Power & Utilities shares in Q2 2026, an estimated $2.53K.
  • Algonquin Power & Utilities made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3613 holding.
  • Farther Finance Advisors first reported a position in Algonquin Power & Utilities in Q4 2023 and has held it in 7 quarters since.
  • 22 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.