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SummitTX Capital’s Algonquin Power & Utilities AQN Stock Holding History

SummitTX Capital’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 		– Sell
-15,685
Closed -$96.3K – 777
2026
Q1 		$96.3K Buy
+15,685
New +$102K ﹤0.01% 714

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

SummitTX Capital's AQN Position: Q2 2026 in Review

SummitTX Capital sold out of Algonquin Power & Utilities (AQN) in Q2 2026, closing a stake of 15,685 shares — an estimated $96.3K sold.

SummitTX Capital first reported a position in AQN in Q1 2026 and held it in 1 quarter. The position peaked at $96.3K in Q1 2026. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • SummitTX Capital reported no remaining Algonquin Power & Utilities position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 15,685 Algonquin Power & Utilities shares in Q2 2026, an estimated $96.3K.
  • SummitTX Capital first reported a position in Algonquin Power & Utilities in Q1 2026 and held it in 1 quarter.
  • SummitTX Capital's Algonquin Power & Utilities position peaked at $96.3K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.