Bell Investment Advisors, Inc
Position in AQN — Algonquin Power & Utilities Corp.
CIK 1890149
ORINDA, CA
Position in AQN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,871
+$465 QoQ
Shares Held
490
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 241 holders
Holding Since
Sep 2021
18 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, 2026Bell Investment Advisors, Inc holds $47,577 across 5 Utilities - Diversified names. AQN ranks #5 (6.0% of the industry book) .
All Filings in AQN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,871 | 490 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,406 | 392 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,410 | 392 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $2,105 | 392 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,246 | 392 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,014 | 392 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,112 | 250 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,218 | 407 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,006 | 513 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,580 | 250 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,079 | 329 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,404 | 575 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,163 | 504 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,796 | 452 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,903 | 292 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $916 | 84 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $5,621 | 389 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $542 | 37 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||