Strategic Wealth Partners’s Algonquin Power & Utilities AQN Stock Holding History

Strategic Wealth Partners’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	–	Sell	-315	Closed	-$1.94K	–	1484
2025 Q4	$1.94K	Hold	315	–	–	﹤0.01%	1205
2025 Q3	$1.69K	Hold	315	–	–	﹤0.01%	1179
2025 Q2	$1.8K	Buy	+315	New	+$1.73K	﹤0.01%	1013
2022 Q4	–	Sell	-154,257	Closed	-$1.68M	–	263
2022 Q3	$1.68M	Sell	154,257 -913	-0.6%	-$12.4K	0.36%	96
2022 Q2	$2.08M	Sell	155,170 -4,582	-3%	-$66.3K	0.45%	79
2022 Q1	$2.48M	Sell	159,752 -10,222	-6%	-$147K	0.48%	69
2021 Q4	$2.46M	Buy	+169,974	New	+$2.43M	0.47%	68

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Strategic Wealth Partners's AQN Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Algonquin Power & Utilities (AQN) in Q1 2026, closing a stake of 315 shares — an estimated $1.94K sold.

Strategic Wealth Partners first reported a position in AQN in Q4 2021 and held it in 7 quarters. The position peaked at $2.48M in Q1 2022. 252 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

Strategic Wealth Partners reported no remaining Algonquin Power & Utilities position as of Q1 2026 after selling out during the quarter.
Strategic Wealth Partners sold 315 Algonquin Power & Utilities shares in Q1 2026, an estimated $1.94K.
Strategic Wealth Partners first reported a position in Algonquin Power & Utilities in Q4 2021 and held it in 7 quarters.
Strategic Wealth Partners's Algonquin Power & Utilities position peaked at $2.48M in Q1 2022.
252 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.