JFS Wealth Advisors’s Algonquin Power & Utilities AQN Stock Holding History

JFS Wealth 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	$237	Buy	+40	New	+$243	﹤0.01%	2118
2024 Q4	–	Sell	-1	Closed	-$6	–	1946
2024 Q3	$6	Sell	1 -3	-75%	-$17	﹤0.01%	1961
2024 Q2	$24	Hold	4	–	–	﹤0.01%	1974
2024 Q1	$26	Sell	4 -172	-98%	-$1.04K	﹤0.01%	1993
2023 Q4	$1.11K	Sell	176 -75	-30%	-$438	﹤0.01%	1633
2023 Q3	$1.49K	Buy	251 +6	+2%	+$45	﹤0.01%	1475
2023 Q2	$2.02K	Buy	245 +111	+83%	+$943	﹤0.01%	1381
2023 Q1	$1.13K	Buy	134 +125	+1,389%	+$941	﹤0.01%	1547
2022 Q4	$59	Sell	9 -299	-97%	-$2.67K	﹤0.01%	1913
2022 Q3	$3K	Buy	308 +30	+11%	+$407	﹤0.01%	1133
2022 Q2	$4K	Buy	278 +90	+48%	+$1.3K	﹤0.01%	1040
2022 Q1	$3K	Buy	188 +100	+114%	+$1.44K	﹤0.01%	1204
2021 Q4	$1K	Buy	+88	New	+$1.26K	﹤0.01%	1244

Other funds holding AQN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return