UBS Group
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UBS Group’s Algonquin Power & Utilities AQN Stock Holding History

UBS Group’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 		$11.7M Sell
1,992,874
-325,784
-14% -$1.98M ﹤0.01% 3275
2026
Q1 		$14.2M Buy
2,318,658
+150,072
+7% +$973K ﹤0.01% 2962
2025
Q4 		$13.3M Sell
2,168,586
-792,734
-27% -$4.71M ﹤0.01% 2999
2025
Q3 		$15.9M Sell
2,961,320
-1,138,432
-28% -$6.54M ﹤0.01% 2820
2025
Q2 		$23.5M Buy
4,099,752
+1,535,122
+60% +$8.42M ﹤0.01% 2209
2025
Q1 		$13.2M Sell
2,564,630
-415,112
-14% -$1.96M ﹤0.01% 2770
2024
Q4 		$13.3M Buy
2,979,742
+1,355,157
+83% +$6.54M ﹤0.01% 2752
2024
Q3 		$8.85M Buy
1,624,585
+119,271
+8% +$678K ﹤0.01% 2489
2024
Q2 		$8.82M Buy
1,505,314
+478,709
+47% +$2.97M ﹤0.01% 2319
2024
Q1 		$6.49M Buy
1,026,605
+832,342
+428% +$5.04M ﹤0.01% 2693
2023
Q4 		$1.23M Sell
194,263
-5,426
-3% -$31.7K ﹤0.01% 4322
2023
Q3 		$1.18M Buy
199,689
+12,004
+6% +$90.4K ﹤0.01% 3928
2023
Q2 		$1.55M Buy
187,685
+93,034
+98% +$791K ﹤0.01% 3791
2023
Q1 		$795K Sell
94,651
-36,567
-28% -$275K ﹤0.01% 4300
2022
Q4 		$856K Buy
131,218
+48,758
+59% +$435K ﹤0.01% 4222
2022
Q3 		$899K Sell
82,460
-16,341
-17% -$222K ﹤0.01% 3835
2022
Q2 		$1.33M Sell
98,801
-32,247
-25% -$467K ﹤0.01% 3487
2022
Q1 		$2.03M Sell
131,048
-34,106
-21% -$492K ﹤0.01% 3400
2021
Q4 		$2.39M Buy
165,154
+48,300
+41% +$691K ﹤0.01% 3566
2021
Q3 		$1.71M Sell
116,854
-2,070
-2% -$31.9K ﹤0.01% 3707
2021
Q2 		$1.77M Buy
118,924
+1,113
+0.9% +$17.5K ﹤0.01% 3687
2021
Q1 		$1.87M Sell
117,811
-9,843
-8% -$162K ﹤0.01% 3630
2020
Q4 		$2.1M Sell
127,654
-249,593
-66% -$3.93M ﹤0.01% 3365
2020
Q3 		$5.49M Buy
377,247
+166,602
+79% +$2.29M ﹤0.01% 2112
2020
Q2 		$2.73M Sell
210,645
-42,984
-17% -$588K ﹤0.01% 2589
2020
Q1 		$3.4M Buy
253,629
+132,954
+110% +$1.94M ﹤0.01% 2268
2019
Q4 		$1.71M Buy
120,675
+10,324
+9% +$143K ﹤0.01% 3719
2019
Q3 		$1.51M Sell
110,351
-92,518
-46% -$1.19M ﹤0.01% 3578
2019
Q2 		$2.46M Buy
202,869
+129,799
+178% +$1.52M ﹤0.01% 2961
2019
Q1 		$824K Buy
73,070
+61,584
+536% +$672K ﹤0.01% 3722
2018
Q4 		$116K Buy
11,486
+4,258
+59% +$43.8K ﹤0.01% 5411
2018
Q3 		$75K Sell
7,228
-222,701
-97% -$2.25M ﹤0.01% 5824
2018
Q2 		$2.22M Sell
229,929
-556,356
-71% -$5.43M ﹤0.01% 3066
2018
Q1 		$7.8M Buy
786,285
+604,335
+332% +$6.24M ﹤0.01% 1915
2017
Q4 		$2.03M Sell
181,950
-22,108
-11% -$241K ﹤0.01% 3187
2017
Q3 		$2.16M Sell
204,058
-134,031
-40% -$1.42M ﹤0.01% 3065
2017
Q2 		$3.56M Buy
338,089
+12,126
+4% +$121K ﹤0.01% 2451
2017
Q1 		$3.12M Buy
325,963
+50,749
+18% +$457K ﹤0.01% 2513
2016
Q4 		$2.33M Buy
+275,214
New +$2.33M ﹤0.01% 2775

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

UBS Group's AQN Position: Q2 2026 in Review

UBS Group reduced its Algonquin Power & Utilities (AQN) stake by 14% in Q2 2026, selling an estimated $1.98M and leaving 1,992,874 shares worth $11.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3275.

UBS Group first reported a position in AQN in Q4 2016 and has held it in 39 quarters since. The position peaked at $23.5M in Q2 2025. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • UBS Group held 1,992,874 shares of Algonquin Power & Utilities worth $11.7M as of Q2 2026.
  • UBS Group sold 325,784 Algonquin Power & Utilities shares in Q2 2026, an estimated $1.98M.
  • Algonquin Power & Utilities made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3275 holding.
  • UBS Group first reported a position in Algonquin Power & Utilities in Q4 2016 and has held it in 39 quarters since.
  • UBS Group's Algonquin Power & Utilities position peaked at $23.5M in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.