JONES FINANCIAL COMPANIES LLLP

Position in AQN — Algonquin Power & Utilities Corp.

CIK 815917 DES PERES, MO

Position in AQN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,525

+$69 QoQ

Shares Held

431

+7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#224

of 241 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $37,736,254 across 6 Utilities - Diversified names. AQN ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	384,480	$35,645,140
2	AES	Aes Corp	67,121	$983,993
3	AVA	Avista Corp	13,865	$567,217
4	UTL	Unitil Corp	6,445	$339,587
5	BIPH	Brookfield Infrastructure Partners L.P.	12,827	$197,792
6	AQN	Algonquin Power & Utilities Corp. This page	431	$2,525

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,525	431	+7.8%	Shares	Sole	2026-08-14
2026-03-31	$2,456	400	+13233.3%	Shares	Sole	2026-05-15
2025-09-30	$16	3	-98.8%	Shares	Sole	2025-11-04
2025-06-30	$1,478	258	-53.8%	Shares	Sole	2025-08-13
2025-03-31	$2,868	558	-78.3%	Shares	Sole	2025-05-28
2024-12-31	$11,467	2,577	+7.5%	Shares	Sole	2025-02-06
2024-09-30	$13,063	2,397	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.