Larson Financial Group
AQN icon

Larson Financial Group’s Algonquin Power & Utilities AQN Stock Holding History

Larson Financial Group’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
Q3 		– Sell
-163
Closed -$955 – 3870
2026
Q2 		$955 Hold
163
– – ﹤0.01% 3335
2026
Q1 		$1K Hold
163
– – ﹤0.01% 3154
2025
Q4 		$1K Buy
163
+76
+87% +$451 ﹤0.01% 2958
2025
Q3 		$467 Buy
+87
New +$500 ﹤0.01% 3126
2024
Q2 		– Sell
-12,000
Closed -$75.8K – 2430
2024
Q1 		$75.8K Buy
+12,000
New +$72.7K 0.01% 600

Other funds holding AQN

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $47.2B AUM 26.24% 1-Year Est. Return
British Columbia Investment Management
British Columbia Investment Management Victoria, British Columbia, Canada $16.4B AUM 28.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Larson Financial Group's AQN Position: Q3 2026 in Review

Larson Financial Group sold out of Algonquin Power & Utilities (AQN) in Q3 2026, closing a stake of 163 shares — an estimated $955 sold.

Larson Financial Group first reported a position in AQN in Q1 2024 and held it in 5 quarters. The position peaked at $75.8K in Q1 2024. 183 funds tracked by Wall St. Rank hold AQN as of Q3 2026.

  • Larson Financial Group reported no remaining Algonquin Power & Utilities position as of Q3 2026 after selling out during the quarter.
  • Larson Financial Group sold 163 Algonquin Power & Utilities shares in Q3 2026, an estimated $955.
  • Larson Financial Group first reported a position in Algonquin Power & Utilities in Q1 2024 and held it in 5 quarters.
  • Larson Financial Group's Algonquin Power & Utilities position peaked at $75.8K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.