SBI Securities’s Algonquin Power & Utilities AQN Stock Holding History

SBI Securities’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	$28.4K	Buy	4,851 +248	+5%	+$1.51K	﹤0.01%	1408
2026 Q1	$28.3K	Sell	4,603 -391	-8%	-$2.54K	﹤0.01%	1317
2025 Q4	$30.7K	Buy	4,994 +93	+2%	+$552	﹤0.01%	1276
2025 Q3	$26.3K	Buy	4,901 +96	+2%	+$552	﹤0.01%	1337
2025 Q2	$27.5K	Sell	4,805 -1,580	-25%	-$8.67K	﹤0.01%	1286
2025 Q1	$32.8K	Buy	6,385 +1,114	+21%	+$5.26K	﹤0.01%	1139
2024 Q4	$23.5K	Buy	+5,271	New	+$25.4K	﹤0.01%	1278

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SBI Securities's AQN Position: Q2 2026 in Review

SBI Securities increased its Algonquin Power & Utilities (AQN) stake by 5.4% in Q2 2026, buying an estimated $1.51K and bringing the position to 4,851 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

SBI Securities first reported a position in AQN in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.8K in Q1 2025. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

SBI Securities held 4,851 shares of Algonquin Power & Utilities worth $28.4K as of Q2 2026.
SBI Securities bought 248 Algonquin Power & Utilities shares in Q2 2026, an estimated $1.51K.
Algonquin Power & Utilities made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1408 holding.
SBI Securities first reported a position in Algonquin Power & Utilities in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Algonquin Power & Utilities position peaked at $32.8K in Q1 2025.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.