Wedbush Securities’s Algonquin Power & Utilities AQN Stock Holding History

Wedbush Securities’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	$66K	Buy	11,200 +1,000	+10%	+$6.07K	﹤0.01%	1283
2026 Q1	$63K	Hold	10,200	–	–	﹤0.01%	1215
2025 Q4	$63K	Hold	10,200	–	–	﹤0.01%	1186
2025 Q3	$55K	Hold	10,200	–	–	﹤0.01%	1149
2025 Q2	$58K	Buy	+10,200	New	+$55.9K	﹤0.01%	1135
2023 Q4	–	Sell	-11,640	Closed	-$69K	–	1085
2023 Q3	$69K	Buy	+11,640	New	+$87.7K	﹤0.01%	1022
2022 Q4	–	Sell	-33,986	Closed	-$371K	–	1059
2022 Q3	$371K	Buy	33,986 +658	+2%	+$8.92K	0.02%	627
2022 Q2	$448K	Buy	33,328 +545	+2%	+$7.89K	0.02%	568
2022 Q1	$509K	Buy	32,783 +2,783	+9%	+$40.2K	0.02%	574
2021 Q4	$434K	Buy	30,000 +773	+3%	+$11.1K	0.02%	695
2021 Q3	$428K	Buy	29,227 +9,742	+50%	+$150K	0.02%	677
2021 Q2	$290K	Buy	19,485 +5,182	+36%	+$81.6K	0.01%	883
2021 Q1	$227K	Buy	14,303 +2,322	+19%	+$38.3K	0.01%	936
2020 Q4	$197K	Buy	11,981 +1,283	+12%	+$20.2K	0.02%	789
2020 Q3	$156K	Buy	10,698 +524	+5%	+$7.19K	0.02%	790
2020 Q2	$132K	Buy	+10,174	New	+$139K	0.01%	838

Other funds holding AQN

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wedbush Securities's AQN Position: Q2 2026 in Review

Wedbush Securities increased its Algonquin Power & Utilities (AQN) stake by 9.8% in Q2 2026, buying an estimated $6.07K and bringing the position to 11,200 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Wedbush Securities first reported a position in AQN in Q2 2020 and has held it in 16 quarters since. The position peaked at $509K in Q1 2022. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

Wedbush Securities held 11,200 shares of Algonquin Power & Utilities worth $66K as of Q2 2026.
Wedbush Securities bought 1,000 Algonquin Power & Utilities shares in Q2 2026, an estimated $6.07K.
Algonquin Power & Utilities made up ﹤0.01% of Wedbush Securities's portfolio in Q2 2026, its #1283 holding.
Wedbush Securities first reported a position in Algonquin Power & Utilities in Q2 2020 and has held it in 16 quarters since.
Wedbush Securities's Algonquin Power & Utilities position peaked at $509K in Q1 2022.
241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.