Morgan Stanley
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Morgan Stanley’s Algonquin Power & Utilities AQN Stock Holding History

Morgan Stanley’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 		$66.6M Buy
11,360,898
+4,268,297
+60% +$25.9M ﹤0.01% 1951
2026
Q1 		$43.5M Buy
7,092,601
+2,998,925
+73% +$19.4M ﹤0.01% 2246
2025
Q4 		$25.2M Sell
4,093,676
-41,425
-1% -$246K ﹤0.01% 2716
2025
Q3 		$22.2M Sell
4,135,101
-520,985
-11% -$2.99M ﹤0.01% 2783
2025
Q2 		$26.7M Buy
4,656,086
+1,740,781
+60% +$9.55M ﹤0.01% 2525
2025
Q1 		$15M Buy
2,915,305
+18,880
+0.7% +$89.1K ﹤0.01% 2976
2024
Q4 		$12.9M Buy
2,896,425
+60,868
+2% +$294K ﹤0.01% 3173
2024
Q3 		$15.5M Buy
2,835,557
+90,707
+3% +$516K ﹤0.01% 3055
2024
Q2 		$16.1M Buy
2,744,850
+750,877
+38% +$4.65M ﹤0.01% 2901
2024
Q1 		$12.6M Sell
1,993,973
-2,416,884
-55% -$14.6M ﹤0.01% 3151
2023
Q4 		$27.9M Buy
4,410,857
+270,591
+7% +$1.58M ﹤0.01% 2320
2023
Q3 		$24.5M Buy
4,140,266
+906,283
+28% +$6.83M ﹤0.01% 2241
2023
Q2 		$26.7M Sell
3,233,983
-2,329,519
-42% -$19.8M ﹤0.01% 2160
2023
Q1 		$46.7M Buy
5,563,502
+48,903
+0.9% +$368K 0.01% 1595
2022
Q4 		$36M Sell
5,514,599
-400,078
-7% -$3.57M ﹤0.01% 1787
2022
Q3 		$64.5M Buy
5,914,677
+739,059
+14% +$10M 0.01% 1144
2022
Q2 		$69.5M Buy
5,175,618
+1,104,286
+27% +$16M 0.01% 1154
2022
Q1 		$63.2M Buy
4,071,332
+1,129,297
+38% +$16.3M 0.01% 1137
2021
Q4 		$42.5M Buy
2,942,035
+197,131
+7% +$2.82M 0.01% 1467
2021
Q3 		$40.2M Sell
2,744,904
-779,466
-22% -$12M 0.01% 1446
2021
Q2 		$52.4M Buy
3,524,370
+42,596
+1% +$671K 0.01% 1274
2021
Q1 		$55.2M Buy
3,481,774
+1,579,420
+83% +$26.1M 0.01% 1112
2020
Q4 		$31.3M Sell
1,902,354
-335,560
-15% -$5.29M ﹤0.01% 1439
2020
Q3 		$32.5M Sell
2,237,914
-153,001
-6% -$2.1M 0.01% 1145
2020
Q2 		$30.9M Sell
2,390,915
-80,557
-3% -$1.1M 0.01% 1118
2020
Q1 		$33.1M Buy
2,471,472
+502,779
+26% +$7.32M 0.01% 962
2019
Q4 		$27.9M Sell
1,968,693
-3,565,216
-64% -$49.4M 0.01% 1369
2019
Q3 		$75.8M Buy
5,533,909
+4,229,420
+324% +$54.6M 0.02% 661
2019
Q2 		$15.8M Sell
1,304,489
-208,469
-14% -$2.44M ﹤0.01% 1695
2019
Q1 		$17.1M Sell
1,512,958
-24,133
-2% -$263K ﹤0.01% 1561
2018
Q4 		$15.4M Buy
1,537,091
+84,595
+6% +$871K ﹤0.01% 1694
2018
Q3 		$15M Buy
1,452,496
+15,229
+1% +$154K ﹤0.01% 1958
2018
Q2 		$13.9M Sell
1,437,267
-533,330
-27% -$5.21M ﹤0.01% 2013
2018
Q1 		$19.5M Sell
1,970,597
-425,946
-18% -$4.4M 0.01% 1677
2017
Q4 		$26.7M Sell
2,396,543
-232,916
-9% -$2.54M 0.01% 1422
2017
Q3 		$27.8M Sell
2,629,459
-507,778
-16% -$5.39M 0.01% 1317
2017
Q2 		$33.1M Buy
3,137,237
+124,103
+4% +$1.24M 0.01% 1151
2017
Q1 		$28.9M Sell
3,013,134
-358,383
-11% -$3.23M 0.01% 1267
2016
Q4 		$28.6M Buy
+3,371,517
New +$28.5M 0.01% 1235

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

Morgan Stanley's AQN Position: Q2 2026 in Review

Morgan Stanley increased its Algonquin Power & Utilities (AQN) stake by 60% in Q2 2026, buying an estimated $25.9M and bringing the position to 11,360,898 shares worth $66.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Morgan Stanley first reported a position in AQN in Q4 2016 and has held it in 39 quarters since. The position peaked at $75.8M in Q3 2019. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Morgan Stanley held 11,360,898 shares of Algonquin Power & Utilities worth $66.6M as of Q2 2026.
  • Morgan Stanley bought 4,268,297 Algonquin Power & Utilities shares in Q2 2026, an estimated $25.9M.
  • Algonquin Power & Utilities made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1951 holding.
  • Morgan Stanley first reported a position in Algonquin Power & Utilities in Q4 2016 and has held it in 39 quarters since.
  • Morgan Stanley's Algonquin Power & Utilities position peaked at $75.8M in Q3 2019.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.