LPL Financial
AQN icon

LPL Financial’s Algonquin Power & Utilities AQN Stock Holding History

LPL Financial’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 		$196K Sell
38,886
-5,813
-13% -$32.7K ﹤0.01% 5846
2026
Q2 		$262K Buy
44,699
+1,965
+5% +$11.9K ﹤0.01% 5563
2026
Q1 		$262K Buy
42,734
+5,370
+14% +$34.8K ﹤0.01% 5288
2025
Q4 		$230K Buy
37,364
+2,026
+6% +$12K ﹤0.01% 5362
2025
Q3 		$190K Sell
35,338
-3,108
-8% -$17.9K ﹤0.01% 5365
2025
Q2 		$220K Sell
38,446
-430,285
-92% -$2.36M ﹤0.01% 5014
2025
Q1 		$2.41M Sell
468,731
-32,488
-6% -$153K ﹤0.01% 2775
2024
Q4 		$2.23M Sell
501,219
-27,703
-5% -$134K ﹤0.01% 2758
2024
Q3 		$2.88M Buy
528,922
+5,546
+1% +$31.5K ﹤0.01% 2399
2024
Q2 		$3.07M Buy
523,376
+337,361
+181% +$2.09M ﹤0.01% 2235
2024
Q1 		$1.18M Buy
186,015
+145,669
+361% +$883K ﹤0.01% 3030
2023
Q4 		$255K Sell
40,346
-12,328
-23% -$72K ﹤0.01% 4215
2023
Q3 		$312K Buy
52,674
+554
+1% +$4.17K ﹤0.01% 3889
2023
Q2 		$431K Buy
52,120
+10,656
+26% +$90.5K ﹤0.01% 3562
2023
Q1 		$348K Sell
41,464
-43,613
-51% -$328K ﹤0.01% 3626
2022
Q4 		$555K Buy
85,077
+60,385
+245% +$538K ﹤0.01% 3158
2022
Q3 		$269K Buy
24,692
+1,436
+6% +$19.5K ﹤0.01% 3695
2022
Q2 		$312K Buy
23,256
+4,943
+27% +$71.5K ﹤0.01% 3594
2022
Q1 		$284K Buy
18,313
+7,747
+73% +$112K ﹤0.01% 3600
2021
Q4 		$153K Sell
10,566
-1,739
-14% -$24.9K ﹤0.01% 4050
2021
Q3 		$180K Buy
+12,305
New +$190K ﹤0.01% 4020
2020
Q4 		– Sell
-25,001
Closed -$364K – 3810
2020
Q3 		$364K Buy
25,001
+8,945
+56% +$123K ﹤0.01% 2751
2020
Q2 		$208K Sell
16,056
-511
-3% -$6.99K ﹤0.01% 3102
2020
Q1 		$222K Sell
16,567
-3,448
-17% -$50.2K ﹤0.01% 2734
2019
Q4 		$283K Buy
+20,015
New +$277K ﹤0.01% 2822

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

LPL Financial's AQN Position: Q3 2026 in Review

LPL Financial reduced its Algonquin Power & Utilities (AQN) stake by 13% in Q3 2026, selling an estimated $32.7K and leaving 38,886 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #5846.

LPL Financial first reported a position in AQN in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.07M in Q2 2024. 183 funds tracked by Wall St. Rank hold AQN as of Q3 2026.

  • LPL Financial held 38,886 shares of Algonquin Power & Utilities worth $196K as of Q3 2026.
  • LPL Financial sold 5,813 Algonquin Power & Utilities shares in Q3 2026, an estimated $32.7K.
  • Algonquin Power & Utilities made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5846 holding.
  • LPL Financial first reported a position in Algonquin Power & Utilities in Q4 2019 and has held it in 25 quarters since.
  • LPL Financial's Algonquin Power & Utilities position peaked at $3.07M in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.