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

Kingswood 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	$103K	Sell	17,660 -1,600	-8%	-$9.71K	﹤0.01%	972
2026 Q1	$118K	Buy	19,260 +5,500	+40%	+$35.7K	0.01%	904
2025 Q4	$84.6K	Sell	13,760 -1,850	-12%	-$11K	﹤0.01%	855
2025 Q3	$83.8K	Sell	15,610 -62	-0.4%	-$356	0.01%	784
2025 Q2	$89.8K	Sell	15,672 -6,695	-30%	-$36.7K	0.01%	733
2025 Q1	$115K	Sell	22,367 -1,488	-6%	-$7.02K	0.01%	703
2024 Q4	$106K	Buy	+23,855	New	+$115K	0.01%	757
2024 Q3	–	Sell	-26,900	Closed	-$158K	–	667
2024 Q2	$158K	Buy	26,900 +15,764	+142%	+$97.7K	0.01%	637
2024 Q1	$70.4K	Sell	11,136 -7,688	-41%	-$46.6K	0.01%	602
2023 Q4	$119K	Buy	18,824 +6,937	+58%	+$40.5K	0.01%	608
2023 Q3	$70.4K	Buy	+11,887	New	+$89.6K	0.01%	403

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

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

Kingswood Wealth Advisors reduced its Algonquin Power & Utilities (AQN) stake by 8.3% in Q2 2026, selling an estimated $9.71K and leaving 17,660 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Kingswood Wealth Advisors first reported a position in AQN in Q3 2023 and has held it in 11 quarters since. The position peaked at $158K in Q2 2024. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Kingswood Wealth Advisors held 17,660 shares of Algonquin Power & Utilities worth $103K as of Q2 2026.
Kingswood Wealth Advisors sold 1,600 Algonquin Power & Utilities shares in Q2 2026, an estimated $9.71K.
Algonquin Power & Utilities made up ﹤0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #972 holding.
Kingswood Wealth Advisors first reported a position in Algonquin Power & Utilities in Q3 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Algonquin Power & Utilities position peaked at $158K in Q2 2024.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.