Algonquin Power & Utilities Corp.
AQN- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0001174169
No open-market purchases or sales by Algonquin Power & Utilities Corp. insiders were filed in the last 90 days; 239 institutions reported holding it in 13F filings for Q2 2026, worth $3.10B in total; Starboard Value is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Algonquin Power & Utilities Corp. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 265
- +11 vs. Q3 2022
- Shares held
- 315.6M
- +19.4M (+6.5%) vs. Q3 2022
- Total value
- $2.11B
- −$1.19B (−36.1%) vs. Q3 2022
- New holders
- 64
- 89 more added
- Sold out
- 53
- 87 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AQN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 239 | $3.10B |
| Q1 2026 | 251 | $3.17B |
| Q4 2025 | 247 | $3.21B |
| Q3 2025 | 244 | $2.72B |
| Q2 2025 | 234 | $2.70B |
| Q1 2025 | 232 | $2.36B |
| Q4 2024 | 224 | $1.90B |
| Q3 2024 | 238 | $2.25B |
| Q2 2024 | 259 | $2.38B |
| Q1 2024 | 236 | $2.38B |
| Q4 2023 | 254 | $2.39B |
| Q3 2023 | 264 | $2.30B |
| Q2 2023 | 277 | $3.13B |
| Q1 2023 | 279 | $3.10B |
| Q4 2022 | 265 | $2.11B |
| Q3 2022 | 260 | $3.31B |
| Q2 2022 | 265 | $4.04B |
| Q1 2022 | 247 | $4.21B |
| Q4 2021 | 247 | $3.89B |
| Q3 2021 | 235 | $3.91B |
| Q2 2021 | 233 | $4.21B |
| Q1 2021 | 229 | $4.50B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Algonquin Power & Utilities Corp.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $7 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 9 | $59 | 0.00% | −299−97.1% | Reduced |
| True Wealth Design, LLC | 14 | $91 | 0.00% | +14 | New |
| Hexagon Capital Partners LLC | 28 | $183 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 52 | $339 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $652 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $652 | 0.00% | +100 | New |
| Institutional & Family Asset Management, LLC | 100 | $652 | 0.00% | +100 | New |
| Signaturefd, LLC | 108 | $704 | 0.00% | −52−32.5% | Reduced |
| Earnest Partners LLC | 86 | $763 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 132 | $861 | 0.00% | −33,125−99.6% | Reduced |
| Schubert & Co | 135 | $880 | 0.00% | +35+35.0% | Added |
| Central Trust Co | 145 | $945 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 175 | $1.14K | 0.00% | +175 | New |
| Sugarloaf Wealth Management, LLC | 200 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 231 | $1.61K | 0.00% | +231 | New |
| Bell Investment Advisors, Inc | 292 | $1.90K | 0.00% | +208+247.6% | Added |
| MV Capital Management, Inc. | 300 | $1.96K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 300 | $1.96K | 0.00% | +300 | New |
| Valley National Advisers Inc | 340 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 295 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 300 | $2.02K | 0.00% | −1,216−80.2% | Reduced |
| CWM, LLC | 500 | $3.00K | 0.00% | −585−53.9% | Reduced |
| Horan Securities, Inc. | 665 | $4.34K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 863 | $5.63K | 0.00% | +479+124.7% | Added |
| IFP Advisors, Inc | 372 | $6.00K | 0.00% | −1,195−76.3% | Reduced |
| Tompkins Financial Corp | 900 | $6.00K | 0.00% | +900 | New |
| Centerpoint Advisors, LLC | 865 | $6.00K | 0.00% | +865 | New |
| Barometer Capital Management Inc. | 937 | $6.13K | 0.00% | +937 | New |
| Compass Wealth Management LLC | 1,000 | $6.51K | 0.00% | +1,000 | New |
| Community Bank, N.A. | 1,000 | $6.52K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,126 | $7.34K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,188 | $7.75K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,500 | $9.78K | 0.00% | +1,500 | New |
| Fifth Third Bancorp | 1,506 | $9.82K | 0.00% | −630−29.5% | Reduced |
| Spire Wealth Management | 1,512 | $10.0K | 0.00% | −930−38.1% | Reduced |
| Comerica Securities,inc. | 1,530 | $10.2K | 0.00% | +1,530 | New |
| Newbridge Financial Services Group, Inc. | 1,750 | $11.4K | 0.01% | +1,750 | New |
| US Bancorp | 1,838 | $12.0K | 0.00% | −647−26.0% | Reduced |
| Cutler Group LP | 1,935 | $12.0K | 0.00% | +1,935 | New |
| Founders Capital Management | 2,000 | $13.0K | 0.01% | +2,000 | New |
| Huntington National Bank | 2,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,000 | $13.0K | 0.00% | +2,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,065 | $13.4K | 0.00% | −1,300−38.6% | Reduced |
| Proequities, Inc. | 2,402 | $16.1K | 0.00% | +2,402 | New |
| First Horizon Advisors, Inc. | 2,638 | $17.2K | 0.00% | −199−7.0% | Reduced |
| Rockefeller Capital Management L.P. | 2,922 | $19.0K | 0.00% | −17,668−85.8% | Reduced |
| Advisory Services Network, LLC | 4,609 | $30.1K | 0.00% | +4,609 | New |
| Gulf International Bank (UK) Ltd | 5,800 | $37.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 5,974 | $39.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,195 | $40.4K | 0.00% | +1,279+26.0% | Added |
| Van Eck Associates Corp | 7,278 | $48.0K | 0.00% | +1,080+17.4% | Added |
| HBK Sorce Advisory LLC | 50,000 | $48.0K | 0.00% | +25,000+100.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,000 | $52.1K | 0.00% | −587,650−98.7% | Reduced |
| EverSource Wealth Advisors, LLC | 8,136 | $53.0K | 0.01% | +699+9.4% | Added |
| Tacita Capital Inc | 8,750 | $57.0K | 0.04% | −146,999−94.4% | Reduced |
| Credential Qtrade Securities Inc. | 10,005 | $65.2K | 0.00% | +2,079+26.2% | Added |
| Atria Wealth Solutions, Inc. | 10,245 | $66.8K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 10,410 | $67.9K | 0.00% | −7,802−42.8% | Reduced |
| Baskin Financial Services Inc. | 10,600 | $69.0K | 0.01% | +10,600 | New |
| Blair William & Co | 10,626 | $69.3K | 0.00% | −23,000−68.4% | Reduced |
| Cetera Investment Advisers | 10,723 | $69.8K | 0.00% | +10,723 | New |
| Excalibur Management Corp | 11,170 | $72.8K | 0.04% | −950−7.8% | Reduced |
| Davis-Rea Ltd. | 10,929 | $73.0K | 0.05% | +10,929 | New |
| Claro Advisors LLC | 11,241 | $73.3K | 0.02% | −1,520−11.9% | Reduced |
| Personal Cfo Solutions, LLC | 11,708 | $76.3K | 0.02% | −4,802−29.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,128 | $79.1K | 0.00% | −13,204−52.1% | Reduced |
| 1832 Asset Management L.P. | 12,934 | $84.3K | 0.00% | −1,765,674−99.3% | Reduced |
| Cigna Investments Inc | 13,301 | $86.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,437 | $88.0K | 0.00% | +13,437 | New |
| Colonial River Wealth Management, LLC | 13,505 | $88.1K | 0.06% | +690+5.4% | Added |
| FMR LLC | 13,535 | $88.2K | 0.00% | −146,956−91.6% | Reduced |
| Veritable, L.P. | 13,699 | $89.3K | 0.00% | +13,699 | New |
| Raymond James Trust N.A. | 13,815 | $90.0K | 0.00% | +1,139+9.0% | Added |
| Stockman Wealth Management, Inc. | 15,000 | $97.8K | 0.02% | +15,000 | New |
| First Republic Investment Management, Inc. | 17,564 | $114.5K | 0.00% | +80.0% | Added |
| Allspring Global Investments Holdings, LLC | 18,200 | $118.7K | 0.00% | −6,800−27.2% | Reduced |
| Metis Global Partners, LLC | 21,504 | $140.1K | 0.01% | −196−0.9% | Reduced |
| Banque Cantonale Vaudoise | 22,146 | $144.0K | 0.01% | −74−0.3% | Reduced |
| Mercer Global Advisors Inc | 22,637 | $148.0K | 0.00% | −9,561−29.7% | Reduced |
| Kepos Capital LP | 22,573 | $149.0K | 0.02% | +9,221+69.1% | Added |
| Phoenix Holdings Ltd. | 22,813 | $149.9K | 0.00% | −1,648−6.7% | Reduced |
| Voloridge Investment Management, LLC | 23,228 | $151.4K | 0.00% | +23,228 | New |
| Snowden Capital Advisors LLC | 23,537 | $153.2K | 0.01% | −5,944−20.2% | Reduced |
| Jeppson Wealth Management, LLC | 24,427 | $159.3K | 0.07% | +940+4.0% | Added |
| Fiera Capital Corp | 24,716 | $162.0K | 0.00% | −172,077−87.4% | Reduced |
| King Wealth | 25,000 | $163.0K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 26,511 | $172.9K | 0.04% | +26,511 | New |
| Vident Investment Advisory, LLC | 27,395 | $179.3K | 0.01% | +3,420+14.3% | Added |
| Belpointe Asset Management LLC | 29,585 | $192.9K | 0.01% | −350−1.2% | Reduced |
| Prudential PLC | 30,392 | $198.0K | 0.00% | +30,392 | New |
| Laurel Wealth Advisors, Inc. | 30,750 | $200.0K | 0.02% | −545−1.7% | Reduced |
| XTX Topco Ltd | 31,358 | $204.5K | 0.04% | +31,358 | New |
| Lombard Odier Asset Management (Switzerland) SA | 23,182 | $205.6K | 0.02% | +12,402+115.0% | Added |
| Assenagon Asset Management S.A. | 31,410 | $206.0K | 0.00% | +5,662+22.0% | Added |
| M&T Bank Corp | 31,598 | $206.0K | 0.00% | −6,450−17.0% | Reduced |
| Verition Fund Management LLC | 32,263 | $210.4K | 0.00% | +32,263 | New |
| Virtus ETF Advisers LLC | 33,698 | $219.7K | 0.11% | −81,494−70.7% | Reduced |
| Commonwealth Equity Services, LLC | 34,588 | $225.0K | 0.00% | +6,508+23.2% | Added |