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Steward Partners Investment Advisory’s Algonquin Power & Utilities AQN Stock Holding History

Steward Partners Investment Advisory’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 		$2M Buy
341,945
+340,314
+20,865% +$2.07M 0.01% 918
2026
Q1 		$10K Sell
1,631
-134
-8% -$869 ﹤0.01% 3565
2025
Q4 		$10.9K Buy
1,765
+167
+10% +$992 ﹤0.01% 3416
2025
Q3 		$8.58K Buy
1,598
+18
+1% +$103 ﹤0.01% 3463
2025
Q2 		$9.05K Buy
1,580
+19
+1% +$104 ﹤0.01% 3256
2025
Q1 		$8.02K Buy
1,561
+23
+1% +$109 ﹤0.01% 3186
2024
Q4 		$6.84K Sell
1,538
-1,070
-41% -$5.16K ﹤0.01% 3252
2024
Q3 		$14.2K Sell
2,608
-5,055
-66% -$28.7K ﹤0.01% 2810
2024
Q2 		$44.9K Sell
7,663
-902
-11% -$5.59K ﹤0.01% 2156
2024
Q1 		$54.1K Sell
8,565
-62
-0.7% -$376 ﹤0.01% 2075
2023
Q4 		$54.5K Sell
8,627
-17,626
-67% -$103K ﹤0.01% 1946
2023
Q3 		$155K Buy
26,253
+14,125
+116% +$106K ﹤0.01% 1396
2023
Q2 		$100K Hold
12,128
– – ﹤0.01% 1587
2023
Q1 		$102K Hold
12,128
– – ﹤0.01% 1584
2022
Q4 		$79.1K Sell
12,128
-13,204
-52% -$118K ﹤0.01% 1645
2022
Q3 		$276K Buy
25,332
+6,744
+36% +$91.5K 0.01% 1063
2022
Q2 		$250K Sell
18,588
-903
-5% -$13.1K ﹤0.01% 1113
2022
Q1 		$303K Sell
19,491
-1,500
-7% -$21.6K ﹤0.01% 1130
2021
Q4 		$304K Buy
20,991
+5,400
+35% +$77.3K ﹤0.01% 1133
2021
Q3 		$228K Buy
15,591
+9,439
+153% +$146K ﹤0.01% 1220
2021
Q2 		$92K Sell
6,152
-2,626
-30% -$41.4K ﹤0.01% 2386
2021
Q1 		$139K Buy
8,778
+1,615
+23% +$26.7K ﹤0.01% 1454
2020
Q4 		$118K Sell
7,163
-1,500
-17% -$23.6K ﹤0.01% 1301
2020
Q3 		$126K Buy
8,663
+3,500
+68% +$48K ﹤0.01% 1126
2020
Q2 		$67K Buy
5,163
+2,073
+67% +$28.4K ﹤0.01% 1293
2020
Q1 		$41K Buy
3,090
+240
+8% +$3.5K ﹤0.01% 1332
2019
Q4 		$40K Hold
2,850
– – ﹤0.01% 1491
2019
Q3 		$39K Hold
2,850
– – ﹤0.01% 1453
2019
Q2 		$34K Buy
+2,850
New +$33.3K ﹤0.01% 1478
2018
Q4 		– Sell
-2,850
Closed -$29K – 845
2018
Q3 		$29K Hold
2,850
– – ﹤0.01% 1394
2018
Q2 		$28K Hold
2,850
– – ﹤0.01% 1323
2018
Q1 		$28K Buy
+2,850
New +$29.4K ﹤0.01% 1209

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

Steward Partners Investment Advisory's AQN Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Algonquin Power & Utilities (AQN) stake by 20,865% in Q2 2026, buying an estimated $2.07M and bringing the position to 341,945 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #918.

Steward Partners Investment Advisory first reported a position in AQN in Q1 2018 and has held it in 32 quarters since. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Steward Partners Investment Advisory held 341,945 shares of Algonquin Power & Utilities worth $2M as of Q2 2026.
  • Steward Partners Investment Advisory bought 340,314 Algonquin Power & Utilities shares in Q2 2026, an estimated $2.07M.
  • Algonquin Power & Utilities made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #918 holding.
  • Steward Partners Investment Advisory first reported a position in Algonquin Power & Utilities in Q1 2018 and has held it in 32 quarters since.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.