Physician Wealth Advisors, Inc.
Position in AQN — Algonquin Power & Utilities Corp.
CIK 1795173
MIDVALE, UT
Position in AQN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,627
-$173 QoQ
Shares Held
619
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 241 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $25,849 across 5 Utilities - Diversified names. AQN ranks #3 (14.0% of the industry book) .
All Filings in AQN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,627 | 619 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,800 | 619 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,806 | 619 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,324 | 619 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,546 | 619 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,181 | 619 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,754 | 619 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||