NewEdge Advisors
AQN icon

NewEdge Advisors’s Algonquin Power & Utilities AQN Stock Holding History

NewEdge Advisors’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
Q3 		$38.4K Hold
7,627
– – ﹤0.01% 3234
2026
Q2 		$44.7K Hold
7,627
– – ﹤0.01% 3149
2026
Q1 		$46.8K Hold
7,627
– – ﹤0.01% 2950
2025
Q4 		$46.9K Buy
+7,627
New +$45.3K ﹤0.01% 2977
2023
Q3 		– Sell
-17,740
Closed -$147K – 3470
2023
Q2 		$147K Buy
+17,740
New +$151K ﹤0.01% 1731

Other funds holding AQN

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $47.2B AUM 26.24% 1-Year Est. Return
British Columbia Investment Management
British Columbia Investment Management Victoria, British Columbia, Canada $16.4B AUM 28.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

NewEdge Advisors's AQN Position: Q3 2026 in Review

NewEdge Advisors held its Algonquin Power & Utilities (AQN) position steady in Q3 2026 at 7,627 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3234.

NewEdge Advisors first reported a position in AQN in Q2 2023 and has held it in 5 quarters since. The position peaked at $147K in Q2 2023. 183 funds tracked by Wall St. Rank hold AQN as of Q3 2026.

  • NewEdge Advisors held 7,627 shares of Algonquin Power & Utilities worth $38.4K as of Q3 2026.
  • NewEdge Advisors left its Algonquin Power & Utilities share count unchanged in Q3 2026.
  • Algonquin Power & Utilities made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #3234 holding.
  • NewEdge Advisors first reported a position in Algonquin Power & Utilities in Q2 2023 and has held it in 5 quarters since.
  • NewEdge Advisors's Algonquin Power & Utilities position peaked at $147K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.