JFS WEALTH ADVISORS, LLC
Position in AQN — Algonquin Power & Utilities Corp.
CIK 1568068
HERMITAGE, PA
Position in AQN
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$234
+$229 QoQ
Shares Held
40
+3900.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#236
of 241 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AQN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $33,792 across 6 Utilities - Diversified names. AQN ranks #5 (0.7% of the industry book) .
All Filings in AQN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234 | 40 | Shares | Sole | 2026-07-10 | |
| 2024-09-30 | $5 | 1 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $23 | 4 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $25 | 4 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,112 | 176 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,485 | 251 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,023 | 245 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,125 | 134 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $58 | 9 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,360 | 308 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,733 | 278 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,917 | 188 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,271 | 88 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||