Guardian Partners’s Algonquin Power & Utilities AQN Stock Holding History

Guardian Partners’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	$515K	Sell	87,663 -9,434	-10%	-$57.3K	0.05%	147
2026 Q1	$595K	Sell	97,097 -1,599	-2%	-$10.4K	0.05%	139
2025 Q4	$644K	Sell	98,696 -4,580	-4%	-$27.2K	0.05%	151
2025 Q3	$592K	Sell	103,276 -5,245	-5%	-$30.1K	0.05%	139
2025 Q2	$629K	Sell	108,521 -18,975	-15%	-$104K	0.06%	134
2025 Q1	$646K	Sell	127,496 -19,027	-13%	-$89.8K	0.07%	120
2024 Q4	$653K	Buy	+146,523	New	+$707K	0.07%	120

Other funds holding AQN

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Guardian Partners's AQN Position: Q2 2026 in Review

Guardian Partners reduced its Algonquin Power & Utilities (AQN) stake by 9.7% in Q2 2026, selling an estimated $57.3K and leaving 87,663 shares worth $515K. The position accounts for 0.05% of the portfolio, ranked #147.

Guardian Partners first reported a position in AQN in Q4 2024 and has held it in 7 quarters since. The position peaked at $653K in Q4 2024. 240 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Guardian Partners held 87,663 shares of Algonquin Power & Utilities worth $515K as of Q2 2026.
Guardian Partners sold 9,434 Algonquin Power & Utilities shares in Q2 2026, an estimated $57.3K.
Algonquin Power & Utilities made up 0.05% of Guardian Partners's portfolio in Q2 2026, its #147 holding.
Guardian Partners first reported a position in Algonquin Power & Utilities in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Algonquin Power & Utilities position peaked at $653K in Q4 2024.
240 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.