Smartleaf Asset Management’s Algonquin Power & Utilities AQN Stock Holding History

Smartleaf Asset Management’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	$22.6K	Hold	3,779	–	–	﹤0.01%	1940
2026 Q1	$23.3K	Sell	3,779 -80	-2%	-$519	﹤0.01%	1863
2025 Q4	$24K	Hold	3,859	–	–	﹤0.01%	1935
2025 Q3	$20.8K	Buy	3,859 +80	+2%	+$460	﹤0.01%	1801
2025 Q2	$21.7K	Buy	+3,779	New	+$20.7K	﹤0.01%	1516
2024 Q4	–	Sell	-119	Closed	-$658	–	2919
2024 Q3	$658	Hold	119	–	–	﹤0.01%	2750
2024 Q2	$711	Buy	+119	New	+$737	﹤0.01%	2486

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

Smartleaf Asset Management's AQN Position: Q2 2026 in Review

Smartleaf Asset Management held its Algonquin Power & Utilities (AQN) position steady in Q2 2026 at 3,779 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Smartleaf Asset Management first reported a position in AQN in Q2 2024 and has held it in 7 quarters since. The position peaked at $24K in Q4 2025. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Smartleaf Asset Management held 3,779 shares of Algonquin Power & Utilities worth $22.6K as of Q2 2026.
Smartleaf Asset Management left its Algonquin Power & Utilities share count unchanged in Q2 2026.
Algonquin Power & Utilities made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1940 holding.
Smartleaf Asset Management first reported a position in Algonquin Power & Utilities in Q2 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's Algonquin Power & Utilities position peaked at $24K in Q4 2025.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.