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Foundations Investment Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Foundations Investment 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 		$61.6K Sell
10,506
-3,710
-26% -$22.5K ﹤0.01% 1192
2026
Q1 		$87.3K Buy
14,216
+14
+0.1% +$91 ﹤0.01% 1146
2025
Q4 		$87.3K Buy
14,202
+886
+7% +$5.26K ﹤0.01% 1093
2025
Q3 		$71.5K Buy
13,316
+14
+0.1% +$80 ﹤0.01% 1031
2025
Q2 		$76.2K Sell
13,302
-184
-1% -$1.01K ﹤0.01% 900
2025
Q1 		$69.3K Buy
13,486
+18
+0.1% +$85 ﹤0.01% 835
2024
Q4 		$59.9K Sell
13,468
-289
-2% -$1.4K ﹤0.01% 827
2024
Q3 		$75K Buy
13,757
+1,349
+11% +$7.67K ﹤0.01% 796
2024
Q2 		$72.7K Hold
12,408
– – ﹤0.01% 739
2024
Q1 		$78.4K Sell
12,408
-520
-4% -$3.15K ﹤0.01% 691
2023
Q4 		$78.5K Sell
12,928
-49,835
-79% -$291K ﹤0.01% 653
2023
Q3 		$372K Buy
62,763
+42,592
+211% +$321K 0.01% 460
2023
Q2 		$167K Buy
20,171
+7,821
+63% +$66.5K 0.01% 551
2023
Q1 		$104K Buy
+12,350
New +$92.9K ﹤0.01% 500

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

Foundations Investment Advisors's AQN Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Algonquin Power & Utilities (AQN) stake by 26% in Q2 2026, selling an estimated $22.5K and leaving 10,506 shares worth $61.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Foundations Investment Advisors first reported a position in AQN in Q1 2023 and has held it in 14 quarters since. The position peaked at $372K in Q3 2023. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Foundations Investment Advisors held 10,506 shares of Algonquin Power & Utilities worth $61.6K as of Q2 2026.
  • Foundations Investment Advisors sold 3,710 Algonquin Power & Utilities shares in Q2 2026, an estimated $22.5K.
  • Algonquin Power & Utilities made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1192 holding.
  • Foundations Investment Advisors first reported a position in Algonquin Power & Utilities in Q1 2023 and has held it in 14 quarters since.
  • Foundations Investment Advisors's Algonquin Power & Utilities position peaked at $372K in Q3 2023.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.