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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
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

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Larson Financial Group's AQN Position: Q1 2026 in Review

Larson Financial Group held its Algonquin Power & Utilities (AQN) position steady in Q1 2026 at 163 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3154.

Larson Financial Group first reported a position in AQN in Q1 2024 and has held it in 4 quarters since. The position peaked at $75.8K in Q1 2024. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Larson Financial Group held 163 shares of Algonquin Power & Utilities worth $1K as of Q1 2026.
  • Larson Financial Group left its Algonquin Power & Utilities share count unchanged in Q1 2026.
  • Algonquin Power & Utilities made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3154 holding.
  • Larson Financial Group first reported a position in Algonquin Power & Utilities in Q1 2024 and has held it in 4 quarters since.
  • Larson Financial Group's Algonquin Power & Utilities position peaked at $75.8K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.