JR
AQN icon

John Rogers’s Algonquin Power & Utilities AQN Stock Holding History

John Rogers’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 		$38.7M Sell
6,608,611
-13,033,050
-66% -$79.1M 0.39% 59
2026
Q1 		$121M Buy
19,641,661
+3,721,007
+23% +$24.1M 1.35% 30
2025
Q4 		$97.9M Sell
15,920,654
-424,952
-3% -$2.52M 1.06% 32
2025
Q3 		$87.8M Buy
16,345,606
+3,232,775
+25% +$18.6M 0.94% 38
2025
Q2 		$75.1M Buy
13,112,831
+6,160,490
+89% +$33.8M 0.85% 43
2025
Q1 		$35.7M Buy
+6,952,341
New +$32.8M 0.42% 61

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

John Rogers's AQN Position: Q2 2026 in Review

John Rogers reduced its Algonquin Power & Utilities (AQN) stake by 66% in Q2 2026, selling an estimated $79.1M and leaving 6,608,611 shares worth $38.7M. The position accounts for 0.39% of the portfolio, ranked #59.

John Rogers first reported a position in AQN in Q1 2025 and has held it in 6 quarters since. The position peaked at $121M in Q1 2026. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • John Rogers held 6,608,611 shares of Algonquin Power & Utilities worth $38.7M as of Q2 2026.
  • John Rogers sold 13,033,050 Algonquin Power & Utilities shares in Q2 2026, an estimated $79.1M.
  • Algonquin Power & Utilities made up 0.39% of John Rogers's portfolio in Q2 2026, its #59 holding.
  • John Rogers first reported a position in Algonquin Power & Utilities in Q1 2025 and has held it in 6 quarters since.
  • John Rogers's Algonquin Power & Utilities position peaked at $121M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.