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Westside Investment Management’s Algonquin Power & Utilities AQN Stock Holding History

Westside Investment 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 		$7.94K Hold
1,355
– – ﹤0.01% 1171
2026
Q1 		$8.44K Hold
1,355
– – ﹤0.01% 1149
2025
Q4 		$8.29K Hold
1,355
– – ﹤0.01% 1131
2025
Q3 		$7.74K Buy
+1,355
New +$7.79K ﹤0.01% 1174

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

Westside Investment Management's AQN Position: Q2 2026 in Review

Westside Investment Management held its Algonquin Power & Utilities (AQN) position steady in Q2 2026 at 1,355 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Westside Investment Management first reported a position in AQN in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.44K in Q1 2026. 241 funds tracked by Wall St. Rank hold AQN as of Q2 2026.

  • Westside Investment Management held 1,355 shares of Algonquin Power & Utilities worth $7.94K as of Q2 2026.
  • Westside Investment Management left its Algonquin Power & Utilities share count unchanged in Q2 2026.
  • Algonquin Power & Utilities made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1171 holding.
  • Westside Investment Management first reported a position in Algonquin Power & Utilities in Q3 2025 and has held it in 4 quarters since.
  • Westside Investment Management's Algonquin Power & Utilities position peaked at $8.44K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.