Creative Planning

Position in AQN — Algonquin Power & Utilities Corp.

CIK 1540235 OVERLAND PARK, KS

Position in AQN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$419,622

-$16,189 QoQ

Shares Held

71,608

+0.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#128

of 241 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Creative Planning holds $33,019,251 across 6 Utilities - Diversified names. AQN ranks #6 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	251,353	$23,302,935
2	AES	Aes Corp	348,310	$5,106,224
3	AVA	Avista Corp	58,325	$2,386,075
4	BIPH	Brookfield Infrastructure Partners L.P.	60,814	$937,751
5	UTL	Unitil Corp	16,448	$866,644
6	AQN	Algonquin Power & Utilities Corp. This page	71,608	$419,622

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,622	71,608	+0.9%	Shares	Defined	2026-08-13
2026-03-31	$435,811	70,979	-0.8%	Shares	Sole	2026-05-12
2025-12-31	$440,063	71,555	-7.5%	Shares	Sole	2026-02-17
2025-09-30	$415,627	77,398	+1.4%	Shares	Defined	2025-11-14
2025-06-30	$437,502	76,353	-3.3%	Shares	Defined	2025-08-08
2025-03-31	$405,782	78,946	+22.7%	Shares	Sole	2025-05-15
2024-12-31	$286,419	64,364	+1.5%	Shares	Sole	2025-02-14
2024-09-30	$345,480	63,391	-32.2%	Shares	Defined	2024-10-11
2024-06-30	$547,790	93,480	-15.3%	Shares	Defined	2024-08-15
2024-03-31	$697,764	110,406	+29.7%	Shares	Sole	2024-05-13
2023-12-31	$537,926	85,115	+202.5%	Shares	Defined	2024-02-14
2023-09-30	$166,588	28,140	-65.7%	Shares	Sole	2023-11-16
2023-06-30	$678,368	82,127	+13.6%	Shares	Sole	2023-07-21
2023-03-31	$607,404	72,310	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.