Physician Wealth Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Physician Wealth 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 Q2	$3.63K	Hold	619	–	–	﹤0.01%	1243
2026 Q1	$3.8K	Hold	619	–	–	﹤0.01%	1102
2025 Q4	$3.81K	Hold	619	–	–	﹤0.01%	1065
2025 Q3	$3.33K	Hold	619	–	–	﹤0.01%	1041
2025 Q2	$3.55K	Hold	619	–	–	﹤0.01%	886
2025 Q1	$3.18K	Hold	619	–	–	﹤0.01%	805
2024 Q4	$2.75K	Buy	+619	New	+$2.99K	﹤0.01%	815

Other funds holding AQN

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 Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Physician Wealth Advisors's AQN Position: Q2 2026 in Review

Physician Wealth Advisors held its Algonquin Power & Utilities (AQN) position steady in Q2 2026 at 619 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Physician Wealth Advisors first reported a position in AQN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.81K in Q4 2025. 62 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Physician Wealth Advisors held 619 shares of Algonquin Power & Utilities worth $3.63K as of Q2 2026.
Physician Wealth Advisors left its Algonquin Power & Utilities share count unchanged in Q2 2026.
Algonquin Power & Utilities made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1243 holding.
Physician Wealth Advisors first reported a position in Algonquin Power & Utilities in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Algonquin Power & Utilities position peaked at $3.81K in Q4 2025.
62 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.