UAG
AQN icon

United Advisor Group’s Algonquin Power & Utilities AQN Stock Holding History

United Advisor 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
Q3 		$134K Hold
26,590
– – 0.01% 559
2026
Q2 		$156K Buy
26,590
+228
+0.9% +$1.38K 0.02% 530
2026
Q1 		$162K Buy
+26,362
New +$171K 0.02% 491

Other funds holding AQN

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

United Advisor Group's AQN Position: Q3 2026 in Review

United Advisor Group held its Algonquin Power & Utilities (AQN) position steady in Q3 2026 at 26,590 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #559.

United Advisor Group first reported a position in AQN in Q1 2026 and has held it in 3 quarters since. The position peaked at $162K in Q1 2026. 85 funds tracked by Wall St. Rank hold AQN as of Q3 2026.

  • United Advisor Group held 26,590 shares of Algonquin Power & Utilities worth $134K as of Q3 2026.
  • United Advisor Group left its Algonquin Power & Utilities share count unchanged in Q3 2026.
  • Algonquin Power & Utilities made up 0.01% of United Advisor Group's portfolio in Q3 2026, its #559 holding.
  • United Advisor Group first reported a position in Algonquin Power & Utilities in Q1 2026 and has held it in 3 quarters since.
  • United Advisor Group's Algonquin Power & Utilities position peaked at $162K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.