Marshall Wace
AQN icon

Marshall Wace’s Algonquin Power & Utilities AQN Stock Holding History

Marshall Wace’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 		$2.62M Buy
+447,342
New +$2.72M ﹤0.01% 1700
2025
Q3 		– Sell
-106,046
Closed -$608K – 2871
2025
Q2 		$608K Buy
106,046
+87,276
+465% +$479K ﹤0.01% 2076
2025
Q1 		$96.5K Buy
+18,770
New +$88.6K ﹤0.01% 2502
2023
Q4 		– Sell
-40,382
Closed -$239K – 2154
2023
Q3 		$239K Buy
+40,382
New +$304K ﹤0.01% 1944
2023
Q1 		– Sell
-3,521,861
Closed -$23M – 2629
2022
Q4 		$23M Buy
+3,521,861
New +$31.4M 0.05% 406
2022
Q1 		– Sell
-30,000
Closed -$434K – 3317
2021
Q4 		$434K Sell
30,000
-740,703
-96% -$10.6M ﹤0.01% 2874
2021
Q3 		$11.3M Buy
770,703
+458,571
+147% +$7.07M 0.05% 490
2021
Q2 		$4.66M Sell
312,132
-11,975
-4% -$189K 0.02% 888
2021
Q1 		$5.13M Buy
324,107
+185,863
+134% +$3.07M 0.02% 827
2020
Q4 		$2.27M Buy
138,244
+103,544
+298% +$1.63M 0.01% 896
2020
Q3 		$502K Buy
+34,700
New +$476K ﹤0.01% 1244
2020
Q2 		– Sell
-1,352
Closed -$18K – 1522
2020
Q1 		$18K Buy
+1,352
New +$19.7K ﹤0.01% 1519
2019
Q2 		– Sell
-75,564
Closed -$851K – 1330
2019
Q1 		$851K Buy
+75,564
New +$825K 0.01% 985

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

Marshall Wace's AQN Position: Q2 2026 in Review

Marshall Wace opened a new position in Algonquin Power & Utilities (AQN) in Q2 2026: 447,342 shares worth $2.62M. The stake represents ﹤0.01% of the portfolio and ranks #1700 among its holdings. This is a return to the name: Marshall Wace previously reported a position in AQN as recently as Q2 2025.

Marshall Wace first reported a position in AQN in Q1 2019 and has held it in 13 quarters since. The position peaked at $23M in Q4 2022. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Marshall Wace held 447,342 shares of Algonquin Power & Utilities worth $2.62M as of Q2 2026.
  • Algonquin Power & Utilities was a new Marshall Wace position in Q2 2026.
  • Algonquin Power & Utilities made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1700 holding.
  • Marshall Wace first reported a position in Algonquin Power & Utilities in Q1 2019 and has held it in 13 quarters since.
  • Marshall Wace's Algonquin Power & Utilities position peaked at $23M in Q4 2022.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.