Vanguard Personalized Indexing Management
AQN icon

Vanguard Personalized Indexing Management’s Algonquin Power & Utilities AQN Stock Holding History

Vanguard Personalized Indexing Management’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 		$519K Buy
88,590
+11,196
+14% +$68K ﹤0.01% 1374
2026
Q1 		$475K Sell
77,394
-8,865
-10% -$57.5K ﹤0.01% 1340
2025
Q4 		$530K Buy
86,259
+4,616
+6% +$27.4K 0.01% 1221
2025
Q3 		$438K Buy
81,643
+4,840
+6% +$27.8K ﹤0.01% 1301
2025
Q2 		$440K Buy
76,803
+8,103
+12% +$44.4K 0.01% 1259
2025
Q1 		$353K Buy
68,700
+14,242
+26% +$67.2K 0.01% 1268
2024
Q4 		$242K Sell
54,458
-16,278
-23% -$78.6K ﹤0.01% 1435
2024
Q3 		$386K Sell
70,736
-17,283
-20% -$98.2K 0.01% 1230
2024
Q2 		$511K Buy
88,019
+9,717
+12% +$60.2K 0.01% 1022
2024
Q1 		$495K Sell
78,302
-6,374
-8% -$38.6K 0.01% 1031
2023
Q4 		$535K Buy
84,676
+23,127
+38% +$135K 0.01% 962
2023
Q3 		$364K Sell
61,549
-12,067
-16% -$90.9K 0.01% 1039
2023
Q2 		$608K Buy
73,616
+5,685
+8% +$48.3K 0.02% 805
2023
Q1 		$571K Buy
67,931
+26,458
+64% +$199K 0.02% 806
2022
Q4 		$270K Buy
41,473
+14,120
+52% +$126K 0.01% 1012
2022
Q3 		$298K Buy
27,353
+916
+3% +$12.4K 0.01% 973
2022
Q2 		$355K Buy
26,437
+36
+0.1% +$521 0.02% 930
2022
Q1 		$410K Buy
26,401
+3,024
+13% +$43.6K 0.02% 901
2021
Q4 		$338K Sell
23,377
-9,815
-30% -$140K 0.02% 834
2021
Q3 		$487K Buy
33,192
+12,319
+59% +$190K 0.04% 527
2021
Q2 		$311K Sell
20,873
-6,181
-23% -$97.3K 0.03% 714
2021
Q1 		$429K Buy
27,054
+4,731
+21% +$78.1K 0.06% 367
2020
Q4 		$367K Buy
22,323
+2,585
+13% +$40.7K 0.08% 295
2020
Q3 		$287K Buy
+19,738
New +$271K 0.08% 303

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

Vanguard Personalized Indexing Management's AQN Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Algonquin Power & Utilities (AQN) stake by 14% in Q2 2026, buying an estimated $68K and bringing the position to 88,590 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Vanguard Personalized Indexing Management first reported a position in AQN in Q3 2020 and has held it in 24 quarters since. The position peaked at $608K in Q2 2023. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Vanguard Personalized Indexing Management held 88,590 shares of Algonquin Power & Utilities worth $519K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 11,196 Algonquin Power & Utilities shares in Q2 2026, an estimated $68K.
  • Algonquin Power & Utilities made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1374 holding.
  • Vanguard Personalized Indexing Management first reported a position in Algonquin Power & Utilities in Q3 2020 and has held it in 24 quarters since.
  • Vanguard Personalized Indexing Management's Algonquin Power & Utilities position peaked at $608K in Q2 2023.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.