Allworth Financial LP

Position in AQN — Algonquin Power & Utilities Corp.

CIK 1555170 FOLSOM, CA

Position in AQN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,332

-$574 QoQ

Shares Held

910

-5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#216

of 241 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Allworth Financial LP holds $2,243,597 across 6 Utilities - Diversified names. AQN ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	18,169	$1,684,447
2	AES	Aes Corp	18,365	$269,230
3	AVA	Avista Corp	3,938	$161,103
4	BIPH	Brookfield Infrastructure Partners L.P.	6,368	$98,194
5	UTL	Unitil Corp	480	$25,291
6	AQN	Algonquin Power & Utilities Corp. This page	910	$5,332

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,332	910	-5.4%	Shares	Sole	2026-08-11
2026-03-31	$5,906	962	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$5,867	954	-11.7%	Shares	Sole	2026-02-05
2025-09-30	$5,799	1,080	+31.4%	Shares	Sole	2025-12-02
2025-06-30	$4,710	822	+53.9%	Shares	Sole	2025-08-07
2025-03-31	$2,744	534	+76.2%	Shares	Sole	2025-04-30
2024-06-30	$1,775	303	-33.3%	Shares	Sole	2024-07-24
2024-03-31	$2,869	454	-11.2%	Shares	Sole	2024-04-25
2023-12-31	$3,229	511	-54.7%	Shares	Sole	2024-01-24
2023-06-30	$9,309	1,127	0.0%	Shares	Sole	2023-07-18
2023-03-31	$9,466	1,127	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.