MAI Capital Management’s Algonquin Power & Utilities AQN Stock Holding History

MAI Capital Management’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	–	Sell	-439	Closed	-$2.7K	–	2241
2026 Q1	$2.7K	Hold	439	–	–	﹤0.01%	3810
2025 Q4	$2.7K	Hold	439	–	–	﹤0.01%	3341
2025 Q3	$2.36K	Sell	439 -1,182	-73%	-$6.79K	﹤0.01%	3265
2025 Q2	$9.29K	Buy	1,621 +606	+60%	+$3.32K	﹤0.01%	2770
2025 Q1	$5.22K	Hold	1,015	–	–	﹤0.01%	2708
2024 Q4	$4.52K	Buy	+1,015	New	+$4.9K	﹤0.01%	2807

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

MAI Capital Management's AQN Position: Q2 2026 in Review

MAI Capital Management sold out of Algonquin Power & Utilities (AQN) in Q2 2026, closing a stake of 439 shares — an estimated $2.7K sold.

MAI Capital Management first reported a position in AQN in Q4 2024 and held it in 6 quarters. The position peaked at $9.29K in Q2 2025. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

MAI Capital Management reported no remaining Algonquin Power & Utilities position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 439 Algonquin Power & Utilities shares in Q2 2026, an estimated $2.7K.
MAI Capital Management first reported a position in Algonquin Power & Utilities in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Algonquin Power & Utilities position peaked at $9.29K in Q2 2025.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.