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Algonquin Power & Utilities equs shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Algonquin Power & Utilities equs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Algonquin Power & Utilities equs by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $84k 16k 5.37
2025-06-30 $90k 16k 5.73
2025-03-31 $115k 22k 5.14
2024-12-31 $106k 24k 4.45
2024-06-30 $158k 27k 5.86
2024-03-31 $70k 11k 6.32
2023-12-31 $119k 19k 6.32
2023-09-30 $70k 12k 5.92