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

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

JFS Wealth Advisors's AQN Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Algonquin Power & Utilities (AQN) in Q2 2026: 40 shares worth $237. The stake represents ﹤0.01% of the portfolio and ranks #2118 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in AQN as recently as Q3 2024.

JFS Wealth Advisors first reported a position in AQN in Q4 2021 and has held it in 13 quarters since. The position peaked at $4K in Q2 2022. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

JFS Wealth Advisors held 40 shares of Algonquin Power & Utilities worth $237 as of Q2 2026.
Algonquin Power & Utilities was a new JFS Wealth Advisors position in Q2 2026.
Algonquin Power & Utilities made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2118 holding.
JFS Wealth Advisors first reported a position in Algonquin Power & Utilities in Q4 2021 and has held it in 13 quarters since.
JFS Wealth Advisors's Algonquin Power & Utilities position peaked at $4K in Q2 2022.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.