VALLEY NATIONAL ADVISERS INC
Position in AQN — Algonquin Power & Utilities Corp.
CIK 773411
BETHLEHEM, PA
Position in AQN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,904
+$1,903 QoQ
Shares Held
325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 241 holders
Holding Since
Jun 2021
21 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, 2026VALLEY NATIONAL ADVISERS INC holds $4,729 across 4 Utilities - Diversified names. AQN ranks #1 (40.3% of the industry book) .
All Filings in AQN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,904 | 325 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1 | 325 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1 | 325 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 325 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1 | 325 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1 | 325 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1 | 325 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1 | 325 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1 | 325 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,054 | 325 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,054 | 325 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,924 | 325 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3 | 325 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,730 | 325 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2 | 340 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,709 | 340 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,566 | 340 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,276 | 340 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,913 | 340 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,887 | 538 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,005 | 538 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||