Integrated Wealth Concepts LLC

Position in AQN — Algonquin Power & Utilities Corp.

CIK 1737109 WALTHAM, MA

Position in AQN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,977

-$151,075 QoQ

Shares Held

1,020

-95.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#213

of 241 holders

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $7,285,650 across 6 Utilities - Diversified names. AQN ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	55,398	$5,135,948
2	AES	Aes Corp	101,017	$1,480,909
3	AVA	Avista Corp	10,882	$445,182
4	BIPH	Brookfield Infrastructure Partners L.P.	9,969	$153,721
5	UTL	Unitil Corp	0	$63,913
6	AQN	Algonquin Power & Utilities Corp. This page	1,020	$5,977

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,977	1,020	-95.9%	Shares	Sole	2026-08-12
2024-03-31	$157,052	24,850	-15.5%	Shares	Sole	2024-05-15
2023-12-31	$185,770	29,394	-12.2%	Shares	Sole	2024-02-13
2023-09-30	$198,284	33,494	+0.3%	Shares	Sole	2023-11-15
2023-06-30	$275,834	33,394	+1.1%	Shares	Sole	2023-08-15
2023-03-31	$277,485	33,034	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.