Steward Partners Investment Advisory, LLC

Position in AQN — Algonquin Power & Utilities Corp.

CIK 1723397 STAMFORD, CT

Position in AQN

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

Position Value

$2,003,797

+$1,993,783 QoQ

Shares Held

341,945

+20865.4% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#81

of 241 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $4,236,257 across 6 Utilities - Diversified names. AQN ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AQN	Algonquin Power & Utilities Corp. This page	341,945	$2,003,797
2	SRE	Sempra	10,825	$1,003,585
3	AES	Aes Corp	47,424	$695,235
4	BIPH	Brookfield Infrastructure Partners L.P.	32,967	$508,351
5	AVA	Avista Corp	349	$14,277
6	UTL	Unitil Corp	209	$11,012

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,003,797	341,945	+20865.4%	Shares	Sole	2026-08-13
2026-03-31	$10,014	1,631	-7.6%	Shares	Sole	2026-05-08
2025-12-31	$10,854	1,765	+10.5%	Shares	Sole	2026-02-12
2025-09-30	$8,581	1,598	+1.1%	Shares	Sole	2025-11-12
2025-06-30	$9,053	1,580	+1.2%	Shares	Sole	2025-08-12
2025-03-31	$8,023	1,561	+1.5%	Shares	Sole	2025-05-13
2024-12-31	$6,844	1,538	-41.0%	Shares	Sole	2025-02-06
2024-09-30	$14,213	2,608	-66.0%	Shares	Sole	2024-11-14
2024-06-30	$44,905	7,663	-10.5%	Shares	Sole	2024-08-08
2024-03-31	$54,130	8,565	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$54,522	8,627	-67.1%	Shares	Sole	2024-02-12
2023-09-30	$155,417	26,253	+116.5%	Shares	Sole	2023-11-13
2023-06-30	$100,177	12,128	0.0%	Shares	Sole	2023-08-14
2023-03-31	$101,875	12,128	0.0%	Shares	Sole	2023-05-15
2022-12-31	$79,074	12,128	-52.1%	Shares	Sole	2023-02-15
2022-09-30	$276,372	25,332	+36.3%	Shares	Sole	2022-11-10
2022-06-30	$249,636	18,588	-4.6%	Shares	Sole	2022-08-04
2022-03-31	$302,500	19,491	-7.1%	Shares	Sole	2022-05-02
2021-12-31	$303,319	20,991	+34.6%	Shares	Sole	2022-02-08
2021-09-30	$228,564	15,591	+153.4%	Shares	Sole	2021-11-12
2021-06-30	$91,541	6,152	-29.9%	Shares	Sole	2021-08-13
2021-03-31	$139,043	8,778	+22.5%	Shares	Sole	2021-05-14
2020-12-31	$117,902	7,163	-17.3%	Shares	Sole	2021-02-11
2020-09-30	$125,960	8,663	+67.8%	Shares	Sole	2020-10-30
2020-06-30	$66,809	5,163	+67.1%	Shares	Sole	2020-08-06
2020-03-31	$41,406	3,090	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.