Arax Advisory Partners

Position in AQN — Algonquin Power & Utilities Corp.

CIK 1586767 DENVER, CO

Position in AQN

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,795

+$5,507 QoQ

Shares Held

989

+2004.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#215

of 241 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Utilities · as of Jun 30, 2026

Arax Advisory Partners holds $3,617,287 across 6 Utilities - Diversified names. AQN ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	23,699	$2,197,134
2	AES	Aes Corp	68,864	$1,009,546
3	AVA	Avista Corp	6,380	$261,005
4	UTL	Unitil Corp	2,089	$110,069
5	BIPH	Brookfield Infrastructure Partners L.P.	2,188	$33,738
6	AQN	Algonquin Power & Utilities Corp. This page	989	$5,795

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,795	989	+2004.3%	Shares	Sole	2026-08-10
2026-03-31	$288	47	-95.4%	Shares	Sole	2026-05-13
2025-12-31	$6,346	1,032	+6780.0%	Shares	Sole	2026-02-13
2025-09-30	$80	15	-46.4%	Shares	Sole	2025-11-14
2025-06-30	$160	28	+86.7%	Shares	Sole	2025-08-12
2025-03-31	$77	15	-90.7%	Shares	Sole	2025-05-15
2024-06-30	$949	162	-23.2%	Shares	Sole	2024-08-06
2023-12-31	$1,333	211	-71.6%	Shares	Sole	2024-02-06
2023-09-30	$4,392	742	+22.2%	Shares	Sole	2023-11-14
2023-06-30	$5,013	607	0.0%	Shares	Sole	2023-08-14
2023-03-31	$5,098	607	-29.7%	Shares	Sole	2023-05-16
2022-12-31	$5,626	863	+124.7%	Shares	Sole	2023-02-24
2022-09-30	$4,189	384	-57.4%	Shares	Sole	2022-11-03
2022-06-30	$12,113	902	+134.9%	Shares	Sole	2022-08-22
2022-03-31	$5,959	384	+35.2%	Shares	Sole	2022-05-12
2021-12-31	$4,103	284	-27.4%	Shares	Sole	2022-02-08
2021-09-30	$5,732	391	0.0%	Shares	Sole	2021-11-05
2021-06-30	$5,818	391	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.