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
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

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial's AQN Position: Q2 2026 in Review

LPL Financial increased its Algonquin Power & Utilities (AQN) stake by 4.6% in Q2 2026, buying an estimated $11.9K and bringing the position to 44,699 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #5563.

LPL Financial first reported a position in AQN in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.07M in Q2 2024. 240 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • LPL Financial held 44,699 shares of Algonquin Power & Utilities worth $262K as of Q2 2026.
  • LPL Financial bought 1,965 Algonquin Power & Utilities shares in Q2 2026, an estimated $11.9K.
  • Algonquin Power & Utilities made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5563 holding.
  • LPL Financial first reported a position in Algonquin Power & Utilities in Q4 2019 and has held it in 24 quarters since.
  • LPL Financial's Algonquin Power & Utilities position peaked at $3.07M in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.