Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Creative Planning »

Algonquin Power & Utilities equs shares owned by Creative Planning

Quarter-by-quarter ownership of Algonquin Power & Utilities equs (AQN) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Algonquin Power & Utilities equs

Tip: Access up to 7 years of quarterly data

All positions including Algonquin Power & Utilities equs held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Algonquin Power & Utilities equs by Creative Planning

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$538k	85k	6.32
2023-09-30	$167k	28k	5.92
2023-06-30	$678k	82k	8.26
2023-03-31	$607k	72k	8.40
2017-06-30	$20k	1.9k	10.30
2017-03-31	$18k	1.8k	9.78
2016-12-31	$16k	1.8k	8.69

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Ishares Core Msci Emkt (IEMG)

Spdr Ser Tr Portfolio S&p400 (SPMD)

Vanguard Index Fds Large Cap Etf (VV)

Vanguard Index Fds Mid Cap Etf (VO)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Scottsdale Fds Int-term Corp (VCIT)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Apple (AAPL)

Wisdomtree Tr Emg Mkts Smcap (DGS)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Vanguard Index Fds Real Estate Etf (VNQ)

Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Algonquin Power & Utilities equs

National Bank Of Canada /fi/

Legal & General Group

TD Asset Management

Intact Investment Management

Norges Bank Investment Management

Davidson Kempner Capital Management

Bank of America Corporation

British Columbia Investment Management Corporation

View all funds holding Algonquin Power & Utilities equs

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z