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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 10,723 | $69.8K | 0.00% | +10,723 | New |
| Blair William & Co | 10,626 | $69.3K | 0.00% | −23,000−68.4% | Reduced |
| Baskin Financial Services Inc. | 10,600 | $69.0K | 0.01% | +10,600 | New |
| Boston Private Wealth LLC | 10,410 | $67.9K | 0.00% | −7,802−42.8% | Reduced |
| Atria Wealth Solutions, Inc. | 10,245 | $66.8K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 10,005 | $65.2K | 0.00% | +2,079+26.2% | Added |
| Tacita Capital Inc | 8,750 | $57.0K | 0.04% | −146,999−94.4% | Reduced |
| EverSource Wealth Advisors, LLC | 8,136 | $53.0K | 0.01% | +699+9.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,000 | $52.1K | 0.00% | −587,650−98.7% | Reduced |
| 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 |
| The PNC Financial Services Group, Inc. | 6,195 | $40.4K | 0.00% | +1,279+26.0% | Added |
| City Holding Co | 5,974 | $39.0K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 5,800 | $37.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,609 | $30.1K | 0.00% | +4,609 | New |
| Rockefeller Capital Management L.P. | 2,922 | $19.0K | 0.00% | −17,668−85.8% | Reduced |
| First Horizon Advisors, Inc. | 2,638 | $17.2K | 0.00% | −199−7.0% | Reduced |
| Proequities, Inc. | 2,402 | $16.1K | 0.00% | +2,402 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,065 | $13.4K | 0.00% | −1,300−38.6% | Reduced |
| Huntington National Bank | 2,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,000 | $13.0K | 0.00% | +2,000 | New |
| Founders Capital Management | 2,000 | $13.0K | 0.01% | +2,000 | New |
| Cutler Group LP | 1,935 | $12.0K | 0.00% | +1,935 | New |
| US Bancorp | 1,838 | $12.0K | 0.00% | −647−26.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,750 | $11.4K | 0.01% | +1,750 | New |
| Comerica Securities,inc. | 1,530 | $10.2K | 0.00% | +1,530 | New |
| Spire Wealth Management | 1,512 | $10.0K | 0.00% | −930−38.1% | Reduced |
| Fifth Third Bancorp | 1,506 | $9.82K | 0.00% | −630−29.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,500 | $9.78K | 0.00% | +1,500 | New |
| Geneos Wealth Management Inc. | 1,188 | $7.75K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,126 | $7.34K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $6.52K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,000 | $6.51K | 0.00% | +1,000 | New |
| Barometer Capital Management Inc. | 937 | $6.13K | 0.00% | +937 | New |
| 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 |
| SRS Capital Advisors, Inc. | 863 | $5.63K | 0.00% | +479+124.7% | Added |
| Horan Securities, Inc. | 665 | $4.34K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 500 | $3.00K | 0.00% | −585−53.9% | Reduced |
| Pacifica Partners Inc. | 300 | $2.02K | 0.00% | −1,216−80.2% | Reduced |
| 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 |
| MV Capital Management, Inc. | 300 | $1.96K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 300 | $1.96K | 0.00% | +300 | New |
| Bell Investment Advisors, Inc | 292 | $1.90K | 0.00% | +208+247.6% | Added |
| Cornerstone Planning Group LLC | 231 | $1.61K | 0.00% | +231 | New |
| Sugarloaf Wealth Management, LLC | 200 | $1.30K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 175 | $1.14K | 0.00% | +175 | New |
| Central Trust Co | 145 | $945 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 135 | $880 | 0.00% | +35+35.0% | Added |
| Gradient Investments LLC | 132 | $861 | 0.00% | −33,125−99.6% | Reduced |
| Earnest Partners LLC | 86 | $763 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 108 | $704 | 0.00% | −52−32.5% | Reduced |
| 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 |
| Quent Capital, LLC | 52 | $339 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 28 | $183 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $91 | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 9 | $59 | 0.00% | −299−97.1% | Reduced |
| Bogart Wealth, LLC | 1 | $7 | 0.00% | +1 | New |
| Roble, Belko & Company, Inc | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 166,889 | – | – | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 2,132 | – | – | +142+7.1% | Added |
| Addenda Capital Inc. | 0 | $0 | 0.00% | −409,227−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −341,995−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −335,257−100.0% | Sold out |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −327,231−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −303,550−100.0% | Sold out |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −235,026−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −192,345−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −154,257−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −141,643−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −124,771−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Seeyond | 0 | $0 | 0.00% | −91,490−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −86,850−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −86,278−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −85,997−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −80,615−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −77,088−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −73,415−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −67,025−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −58,052−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −52,900−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −49,041−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −43,484−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −35,120−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −33,986−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −31,326−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −30,110−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −29,025−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −19,535−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −20,960−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,719−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,217−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −18,030−100.0% | Sold out |