Stifel Financial
AQN icon

Stifel Financial’s Algonquin Power & Utilities AQN Stock Holding History

Stifel Financial’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
Q1 		$512K Sell
83,455
-2,186
-3% -$14.2K ﹤0.01% 2868
2025
Q4 		$527K Sell
85,641
-3,077
-3% -$18.3K ﹤0.01% 2827
2025
Q3 		$476K Buy
88,718
+1,150
+1% +$6.61K ﹤0.01% 2847
2025
Q2 		$502K Buy
87,568
+928
+1% +$5.09K ﹤0.01% 2772
2025
Q1 		$445K Buy
86,640
+6,709
+8% +$31.7K ﹤0.01% 2745
2024
Q4 		$356K Sell
79,931
-17,889
-18% -$86.3K ﹤0.01% 2882
2024
Q3 		$533K Sell
97,820
-4,127
-4% -$23.5K ﹤0.01% 2636
2024
Q2 		$597K Buy
101,947
+9,633
+10% +$59.7K ﹤0.01% 2519
2024
Q1 		$583K Buy
92,314
+7,517
+9% +$45.5K ﹤0.01% 2516
2023
Q4 		$536K Buy
84,797
+24,871
+42% +$145K ﹤0.01% 2524
2023
Q3 		$355K Buy
59,926
+12,126
+25% +$91.4K ﹤0.01% 2692
2023
Q2 		$395K Buy
47,800
+17,075
+56% +$145K ﹤0.01% 2665
2023
Q1 		$258K Sell
30,725
-52,759
-63% -$397K ﹤0.01% 2908
2022
Q4 		$544K Sell
83,484
-24,848
-23% -$222K ﹤0.01% 2417
2022
Q3 		$1.18M Buy
108,332
+1,765
+2% +$23.9K ﹤0.01% 1847
2022
Q2 		$1.43M Buy
106,567
+23,881
+29% +$346K ﹤0.01% 1732
2022
Q1 		$1.28M Buy
82,686
+23,028
+39% +$332K ﹤0.01% 1933
2021
Q4 		$862K Buy
59,658
+9,276
+18% +$133K ﹤0.01% 2231
2021
Q3 		$739K Buy
50,382
+8,697
+21% +$134K ﹤0.01% 2318
2021
Q2 		$620K Buy
41,685
+4,294
+11% +$67.6K ﹤0.01% 2456
2021
Q1 		$592K Sell
37,391
-53,239
-59% -$879K ﹤0.01% 2375
2020
Q4 		$1.49M Buy
90,630
+4,725
+6% +$74.5K ﹤0.01% 1568
2020
Q3 		$1.25M Buy
85,905
+6,772
+9% +$93K ﹤0.01% 1485
2020
Q2 		$1.02M Buy
79,133
+1,345
+2% +$18.4K ﹤0.01% 1541
2020
Q1 		$1.03M Buy
77,788
+13,382
+21% +$195K ﹤0.01% 1407
2019
Q4 		$905K Buy
64,406
+12,711
+25% +$176K ﹤0.01% 1902
2019
Q3 		$702K Buy
51,695
+2,136
+4% +$27.6K ﹤0.01% 1976
2019
Q2 		$604K Buy
+49,559
New +$579K ﹤0.01% 2113

Other funds holding AQN

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Stifel Financial's AQN Position: Q1 2026 in Review

Stifel Financial reduced its Algonquin Power & Utilities (AQN) stake by 2.6% in Q1 2026, selling an estimated $14.2K and leaving 83,455 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

Stifel Financial first reported a position in AQN in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.49M in Q4 2020. 251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • Stifel Financial held 83,455 shares of Algonquin Power & Utilities worth $512K as of Q1 2026.
  • Stifel Financial sold 2,186 Algonquin Power & Utilities shares in Q1 2026, an estimated $14.2K.
  • Algonquin Power & Utilities made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2868 holding.
  • Stifel Financial first reported a position in Algonquin Power & Utilities in Q2 2019 and has held it in 28 quarters since.
  • Stifel Financial's Algonquin Power & Utilities position peaked at $1.49M in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.