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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
Q1 		$162K Buy
+26,362
New +$171K 0.02% 491

Other funds holding AQN

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

United Advisor Group's AQN Position: Q1 2026 in Review

United Advisor Group opened a new position in Algonquin Power & Utilities (AQN) in Q1 2026: 26,362 shares worth $162K. The stake represents 0.02% of the portfolio and ranks #491 among its holdings.

251 funds tracked by Wall St. Rank hold AQN as of Q1 2026.

  • United Advisor Group held 26,362 shares of Algonquin Power & Utilities worth $162K as of Q1 2026.
  • Algonquin Power & Utilities was a new United Advisor Group position in Q1 2026.
  • Algonquin Power & Utilities made up 0.02% of United Advisor Group's portfolio in Q1 2026, its #491 holding.
  • 251 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.