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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
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

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NewEdge Advisors's AQN Position: Q1 2026 in Review

NewEdge Advisors held its Algonquin Power & Utilities (AQN) position steady in Q1 2026 at 7,627 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2950.

NewEdge Advisors first reported a position in AQN in Q2 2023 and has held it in 3 quarters since. The position peaked at $147K in Q2 2023. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • NewEdge Advisors held 7,627 shares of Algonquin Power & Utilities worth $46.8K as of Q1 2026.
  • NewEdge Advisors left its Algonquin Power & Utilities share count unchanged in Q1 2026.
  • Algonquin Power & Utilities made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2950 holding.
  • NewEdge Advisors first reported a position in Algonquin Power & Utilities in Q2 2023 and has held it in 3 quarters since.
  • NewEdge Advisors's Algonquin Power & Utilities position peaked at $147K in Q2 2023.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.