Salem Investment Counselors’s Algonquin Power & Utilities AQN Stock Holding History

Salem Investment Counselors’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	$1.72K	Hold	290	–	–	﹤0.01%	1113
2026 Q1	$1.8K	Buy	+290	New	+$1.88K	﹤0.01%	1090
2025 Q4	–	Sell	-290	Closed	-$1.58K	–	430
2025 Q3	$1.58K	Hold	290	–	–	﹤0.01%	1096
2025 Q2	$1.68K	Hold	290	–	–	﹤0.01%	1051
2025 Q1	$1.51K	Hold	290	–	–	﹤0.01%	1075
2024 Q4	$1.31K	Buy	+290	New	+$1.4K	﹤0.01%	1067
2023 Q3	–	Sell	-6,667	Closed	-$55.8K	–	1108
2023 Q2	$55.8K	Buy	+6,667	New	+$56.6K	﹤0.01%	505

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

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

Salem Investment Counselors's AQN Position: Q2 2026 in Review

Salem Investment Counselors held its Algonquin Power & Utilities (AQN) position steady in Q2 2026 at 290 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Salem Investment Counselors first reported a position in AQN in Q2 2023 and has held it in 7 quarters since. The position peaked at $55.8K in Q2 2023. 78 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Salem Investment Counselors held 290 shares of Algonquin Power & Utilities worth $1.72K as of Q2 2026.
Salem Investment Counselors left its Algonquin Power & Utilities share count unchanged in Q2 2026.
Algonquin Power & Utilities made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1113 holding.
Salem Investment Counselors first reported a position in Algonquin Power & Utilities in Q2 2023 and has held it in 7 quarters since.
Salem Investment Counselors's Algonquin Power & Utilities position peaked at $55.8K in Q2 2023.
78 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.