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 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

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

Larson Financial Group's AQN Position: Q2 2026 in Review

Larson Financial Group held its Algonquin Power & Utilities (AQN) position steady in Q2 2026 at 163 shares worth $955. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

Larson Financial Group first reported a position in AQN in Q1 2024 and has held it in 5 quarters since. The position peaked at $75.8K in Q1 2024. 240 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Larson Financial Group held 163 shares of Algonquin Power & Utilities worth $955 as of Q2 2026.
Larson Financial Group left its Algonquin Power & Utilities share count unchanged in Q2 2026.
Algonquin Power & Utilities made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3335 holding.
Larson Financial Group first reported a position in Algonquin Power & Utilities in Q1 2024 and has held it in 5 quarters since.
Larson Financial Group's Algonquin Power & Utilities position peaked at $75.8K in Q1 2024.
240 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.