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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Guardian Partners's AQN Position: Q1 2026 in Review

Guardian Partners reduced its Algonquin Power & Utilities (AQN) stake by 1.6% in Q1 2026, selling an estimated $10.4K and leaving 97,097 shares worth $595K. The position accounts for 0.05% of the portfolio, ranked #139.

Guardian Partners first reported a position in AQN in Q4 2024 and has held it in 6 quarters since. The position peaked at $653K in Q4 2024. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Guardian Partners held 97,097 shares of Algonquin Power & Utilities worth $595K as of Q1 2026.
  • Guardian Partners sold 1,599 Algonquin Power & Utilities shares in Q1 2026, an estimated $10.4K.
  • Algonquin Power & Utilities made up 0.05% of Guardian Partners's portfolio in Q1 2026, its #139 holding.
  • Guardian Partners first reported a position in Algonquin Power & Utilities in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's Algonquin Power & Utilities position peaked at $653K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.