EverSource Wealth Advisors, LLC
Position in AQN — Algonquin Power & Utilities Corp.
CIK 1710537
BIRMINGHAM, AL
Position in AQN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,798
-$9,815 QoQ
Shares Held
2,355
-38.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 241 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AQN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $667,249 across 5 Utilities - Diversified names. AQN ranks #5 (2.1% of the industry book) .
All Filings in AQN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,798 | 2,355 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $23,613 | 3,846 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $13,726 | 2,232 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,838 | 529 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,508 | 438 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,466 | 480 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,828 | 1,310 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $62,680 | 11,501 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $168,202 | 28,704 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $144,354 | 22,841 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $136,687 | 21,628 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $116,362 | 19,656 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $141,708 | 17,156 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $113,282 | 13,486 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $53,046 | 8,136 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $81,137 | 7,437 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||