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Transamerica Financial Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Transamerica Financial Advisors’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
-14
Closed -$86 – 2192
2026
Q1 		$86 Hold
14
– – ﹤0.01% 1775
2025
Q4 		$86 Sell
14
-1
-7% -$6 ﹤0.01% 1692
2025
Q3 		$75 Hold
15
– – ﹤0.01% 1544
2025
Q2 		$81 Hold
15
– – ﹤0.01% 528
2025
Q1 		$1K Hold
15
– – ﹤0.01% 429
2024
Q4 		$1K Hold
15
– – ﹤0.01% 419
2024
Q3 		$1K Buy
+15
New +$85 ﹤0.01% 426
2024
Q2 		– Sell
-15
Closed -$1K – 573
2024
Q1 		$1K Buy
+15
New +$91 ﹤0.01% 432

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

Transamerica Financial Advisors's AQN Position: Q2 2026 in Review

Transamerica Financial Advisors sold out of Algonquin Power & Utilities (AQN) in Q2 2026, closing a stake of 14 shares — an estimated $86 sold.

Transamerica Financial Advisors first reported a position in AQN in Q1 2024 and held it in 8 quarters. The position peaked at $1K in Q1 2025. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Transamerica Financial Advisors reported no remaining Algonquin Power & Utilities position as of Q2 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 14 Algonquin Power & Utilities shares in Q2 2026, an estimated $86.
  • Transamerica Financial Advisors first reported a position in Algonquin Power & Utilities in Q1 2024 and held it in 8 quarters.
  • Transamerica Financial Advisors's Algonquin Power & Utilities position peaked at $1K in Q1 2025.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.