Jupiter Asset Management’s Algonquin Power & Utilities AQN Stock Holding History

Jupiter Asset Management’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	$11.9M	Hold	2,019,617	–	–	0.06%	286
2026 Q1	$12.3M	Buy	2,019,617 +1,100,843	+120%	+$7.14M	0.07%	261
2025 Q4	$5.66M	Buy	918,774 +899,493	+4,665%	+$5.34M	0.05%	254
2025 Q3	$104K	Sell	19,281 -36,968	-66%	-$212K	﹤0.01%	409
2025 Q2	$321K	Hold	56,249	–	–	﹤0.01%	411
2025 Q1	$289K	Buy	+56,249	New	+$266K	﹤0.01%	408

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

Jupiter Asset Management's AQN Position: Q2 2026 in Review

Jupiter Asset Management held its Algonquin Power & Utilities (AQN) position steady in Q2 2026 at 2,019,617 shares worth $11.9M. The position accounts for 0.06% of the portfolio, ranked #286.

Jupiter Asset Management first reported a position in AQN in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.3M in Q1 2026. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Jupiter Asset Management held 2,019,617 shares of Algonquin Power & Utilities worth $11.9M as of Q2 2026.
Jupiter Asset Management left its Algonquin Power & Utilities share count unchanged in Q2 2026.
Algonquin Power & Utilities made up 0.06% of Jupiter Asset Management's portfolio in Q2 2026, its #286 holding.
Jupiter Asset Management first reported a position in Algonquin Power & Utilities in Q1 2025 and has held it in 6 quarters since.
Jupiter Asset Management's Algonquin Power & Utilities position peaked at $12.3M in Q1 2026.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.