Roble Belko & Company’s Algonquin Power & Utilities AQN Stock Holding History

Roble Belko & Company’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	$0	Hold	60	–	–	﹤0.01%	444
2026 Q1	$0	Hold	60	–	–	﹤0.01%	447
2025 Q4	$0	Hold	60	–	–	﹤0.01%	456
2025 Q3	$0	Hold	60	–	–	﹤0.01%	430
2025 Q2	$0	Hold	60	–	–	﹤0.01%	411
2025 Q1	$0	Hold	60	–	–	﹤0.01%	396
2024 Q4	$0	Hold	60	–	–	﹤0.01%	370
2024 Q3	$0	Hold	60	–	–	﹤0.01%	343
2024 Q2	$0	Hold	60	–	–	﹤0.01%	328
2024 Q1	$0	Hold	60	–	–	﹤0.01%	316
2023 Q4	$0	Hold	60	–	–	﹤0.01%	319
2023 Q3	$0	Hold	60	–	–	﹤0.01%	289
2023 Q2	$0	Hold	60	–	–	﹤0.01%	293
2023 Q1	$1K	Hold	60	–	–	﹤0.01%	268
2022 Q4	$0	Hold	60	–	–	﹤0.01%	313
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	292
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	294
2022 Q1	$1K	Hold	60	–	–	﹤0.01%	350
2021 Q4	$1K	Hold	60	–	–	﹤0.01%	319
2021 Q3	$1K	Buy	+60	New	+$925	﹤0.01%	295

Other funds holding AQN

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

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

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

TWC

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

Roble Belko & Company's AQN Position: Q2 2026 in Review

Roble Belko & Company held its Algonquin Power & Utilities (AQN) position steady in Q2 2026 at 60 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Roble Belko & Company first reported a position in AQN in Q3 2021 and has held it in 20 quarters since. The position peaked at $1K in Q1 2023. 80 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Roble Belko & Company held 60 shares of Algonquin Power & Utilities worth $0 as of Q2 2026.
Roble Belko & Company left its Algonquin Power & Utilities share count unchanged in Q2 2026.
Algonquin Power & Utilities made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #444 holding.
Roble Belko & Company first reported a position in Algonquin Power & Utilities in Q3 2021 and has held it in 20 quarters since.
Roble Belko & Company's Algonquin Power & Utilities position peaked at $1K in Q1 2023.
80 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.