TB
AQN icon

Terril Brothers’s Algonquin Power & Utilities AQN Stock Holding History

Terril Brothers’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 		$330K Hold
56,328
– – 0.09% 51
2026
Q1 		$346K Hold
56,328
– – 0.09% 51
2025
Q4 		$346K Buy
56,328
+5,700
+11% +$33.9K 0.09% 50
2025
Q3 		$272K Buy
50,628
+30,303
+149% +$174K 0.08% 68
2025
Q2 		$116K Buy
+20,325
New +$111K 0.04% 64

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

Terril Brothers's AQN Position: Q2 2026 in Review

Terril Brothers held its Algonquin Power & Utilities (AQN) position steady in Q2 2026 at 56,328 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #51.

Terril Brothers first reported a position in AQN in Q2 2025 and has held it in 5 quarters since. The position peaked at $346K in Q4 2025. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Terril Brothers held 56,328 shares of Algonquin Power & Utilities worth $330K as of Q2 2026.
  • Terril Brothers left its Algonquin Power & Utilities share count unchanged in Q2 2026.
  • Algonquin Power & Utilities made up 0.09% of Terril Brothers's portfolio in Q2 2026, its #51 holding.
  • Terril Brothers first reported a position in Algonquin Power & Utilities in Q2 2025 and has held it in 5 quarters since.
  • Terril Brothers's Algonquin Power & Utilities position peaked at $346K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Terril Brothers's 13F filing for Q2 2026, filed 24 Jul 2026.