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Savvy Advisors Inc’s Algonquin Power & Utilities AQN Stock Holding History

Savvy Advisors Inc’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 		$78K Sell
13,316
-209
-2% -$1.27K ﹤0.01% 1236
2026
Q1 		$83K Sell
13,525
-117
-0.9% -$759 ﹤0.01% 1115
2025
Q4 		$83.9K Sell
13,642
-2,458
-15% -$14.6K ﹤0.01% 991
2025
Q3 		$86.5K Sell
16,100
-2,700
-14% -$15.5K ﹤0.01% 809
2025
Q2 		$108K Buy
+18,800
New +$103K 0.01% 634

Other funds holding AQN

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Savvy Advisors Inc's AQN Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Algonquin Power & Utilities (AQN) stake by 1.5% in Q2 2026, selling an estimated $1.27K and leaving 13,316 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Savvy Advisors Inc first reported a position in AQN in Q2 2025 and has held it in 5 quarters since. The position peaked at $108K in Q2 2025. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Savvy Advisors Inc held 13,316 shares of Algonquin Power & Utilities worth $78K as of Q2 2026.
  • Savvy Advisors Inc sold 209 Algonquin Power & Utilities shares in Q2 2026, an estimated $1.27K.
  • Algonquin Power & Utilities made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1236 holding.
  • Savvy Advisors Inc first reported a position in Algonquin Power & Utilities in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Algonquin Power & Utilities position peaked at $108K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.