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Focused Alpha LLC’s Algonquin Power & Utilities AQN Stock Holding History

Focused Alpha LLC’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
Q1 		$261K Buy
42,512
+7,791
+22% +$50.5K 0.08% 228
2025
Q4 		$214K Buy
+34,721
New +$206K 0.06% 231

Other funds holding AQN

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Focused Alpha LLC's AQN Position: Q1 2026 in Review

Focused Alpha LLC increased its Algonquin Power & Utilities (AQN) stake by 22% in Q1 2026, buying an estimated $50.5K and bringing the position to 42,512 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #228.

Focused Alpha LLC first reported a position in AQN in Q4 2025 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Focused Alpha LLC held 42,512 shares of Algonquin Power & Utilities worth $261K as of Q1 2026.
  • Focused Alpha LLC bought 7,791 Algonquin Power & Utilities shares in Q1 2026, an estimated $50.5K.
  • Algonquin Power & Utilities made up 0.08% of Focused Alpha LLC's portfolio in Q1 2026, its #228 holding.
  • Focused Alpha LLC first reported a position in Algonquin Power & Utilities in Q4 2025 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Focused Alpha LLC's 13F filing for Q1 2026, filed 12 May 2026.