Principal Financial Group’s Algonquin Power & Utilities AQN Stock Holding History

Principal Financial Group’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	$67.9M	Sell	11,567,342 -2,066,562	-15%	-$12.5M	0.03%	418
2026 Q1	$83.5M	Buy	13,633,904 +1,563,924	+13%	+$10.1M	0.04%	334
2025 Q4	$74.3M	Buy	+12,069,980	New	+$71.7M	0.04%	351
2022 Q3	–	Sell	-17,014	Closed	-$228K	–	2496
2022 Q2	$228K	Sell	17,014 -887	-5%	-$12.8K	﹤0.01%	2261
2022 Q1	$278K	Buy	+17,901	New	+$258K	﹤0.01%	2254

Other funds holding AQN

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group's AQN Position: Q2 2026 in Review

Principal Financial Group reduced its Algonquin Power & Utilities (AQN) stake by 15% in Q2 2026, selling an estimated $12.5M and leaving 11,567,342 shares worth $67.9M. The position accounts for 0.03% of the portfolio, ranked #418.

Principal Financial Group first reported a position in AQN in Q1 2022 and has held it in 5 quarters since. The position peaked at $83.5M in Q1 2026. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Principal Financial Group held 11,567,342 shares of Algonquin Power & Utilities worth $67.9M as of Q2 2026.
Principal Financial Group sold 2,066,562 Algonquin Power & Utilities shares in Q2 2026, an estimated $12.5M.
Algonquin Power & Utilities made up 0.03% of Principal Financial Group's portfolio in Q2 2026, its #418 holding.
Principal Financial Group first reported a position in Algonquin Power & Utilities in Q1 2022 and has held it in 5 quarters since.
Principal Financial Group's Algonquin Power & Utilities position peaked at $83.5M in Q1 2026.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.