NI
AQN icon

Natural Investments’s Algonquin Power & Utilities AQN Stock Holding History

Natural Investments’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 		$118K Hold
20,177
– – 0.03% 298
2026
Q1 		$123K Sell
20,177
-30
-0.1% -$195 0.03% 285
2025
Q4 		$124K Buy
20,207
+1
+0% +$6 0.03% 277
2025
Q3 		$108K Sell
20,206
-3,748
-16% -$21.5K 0.03% 236
2025
Q2 		$137K Hold
23,954
– – 0.04% 251
2025
Q1 		$123K Hold
23,954
– – 0.03% 239
2024
Q4 		$106K Buy
+23,954
New +$116K 0.03% 242

Other funds holding AQN

Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Natural Investments's AQN Position: Q2 2026 in Review

Natural Investments held its Algonquin Power & Utilities (AQN) position steady in Q2 2026 at 20,177 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #298.

Natural Investments first reported a position in AQN in Q4 2024 and has held it in 7 quarters since. The position peaked at $137K in Q2 2025. 84 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Natural Investments held 20,177 shares of Algonquin Power & Utilities worth $118K as of Q2 2026.
  • Natural Investments left its Algonquin Power & Utilities share count unchanged in Q2 2026.
  • Algonquin Power & Utilities made up 0.03% of Natural Investments's portfolio in Q2 2026, its #298 holding.
  • Natural Investments first reported a position in Algonquin Power & Utilities in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's Algonquin Power & Utilities position peaked at $137K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.