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, Q1 2023
Institutional positions in Algonquin Power & Utilities Corp. as of Mar 31, 2023. 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
- 279
- +19 vs. Q4 2022
- Shares held
- 366.1M
- +50.8M (+16.1%) vs. Q4 2022
- Total value
- $3.10B
- +$990.4M (+46.9%) vs. Q4 2022
- New holders
- 71
- 86 more added
- Sold out
- 52
- 84 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Algonquin Power & Utilities Corp.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Copeland Capital Management, LLC | 47 | $0 | 0.00% | −2,691,535−100.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 20 | $0 | 0.00% | +20 | New |
| Bogart Wealth, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $126 | 0.00% | +1+7.1% | Added |
| Hexagon Capital Partners LLC | 28 | $235 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 52 | $437 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 86 | $722 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $840 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $840 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $1.13K | 0.00% | +125+1,388.9% | Added |
| Central Trust Co | 145 | $1.22K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 157 | $1.32K | 0.00% | +157 | New |
| Schubert & Co | 158 | $1.33K | 0.00% | +23+17.0% | Added |
| West Financial Advisors, LLC | 175 | $1.47K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 189 | $1.65K | 0.00% | +189 | New |
| Sugarloaf Wealth Management, LLC | 200 | $1.68K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 200 | $1.68K | 0.00% | +200 | New |
| JJJ Advisors Inc. | 260 | $2.24K | 0.00% | +260 | New |
| Hoey Investments, Inc | 300 | $2.52K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 300 | $2.52K | 0.00% | +300 | New |
| Sunbelt Securities, Inc. | 340 | $2.92K | 0.00% | +340 | New |
| Valley National Advisers Inc | 325 | $3.00K | 0.00% | −15−4.4% | Reduced |
| Bell Investment Advisors, Inc | 452 | $3.80K | 0.00% | +160+54.8% | Added |
| Cutler Group LP | 535 | $4.00K | 0.00% | −1,400−72.4% | Reduced |
| Tompkins Financial Corp | 500 | $4.20K | 0.00% | −400−44.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 500 | $4.20K | 0.00% | +500 | New |
| SRS Capital Advisors, Inc. | 607 | $5.10K | 0.00% | −256−29.7% | Reduced |
| Horan Securities, Inc. | 665 | $5.59K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 707 | $6.92K | 0.00% | +335+90.1% | Added |
| Compass Wealth Management LLC | 1,000 | $8.38K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,000 | $8.38K | 0.00% | +1,000 | New |
| Community Bank, N.A. | 1,000 | $8.40K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,126 | $9.46K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,127 | $9.47K | 0.00% | +1,127 | New |
| Fortis Capital Advisors, LLC | 1,189 | $9.99K | 0.01% | +1,189 | New |
| Gradient Investments LLC | 1,210 | $10.2K | 0.00% | +1,078+816.7% | Added |
| CWM, LLC | 1,381 | $12.0K | 0.00% | +881+176.2% | Added |
| Chilton Capital Management LLC | 1,500 | $12.6K | 0.00% | +1,500 | New |
| Covestor Ltd | 1,553 | $13.0K | 0.01% | +1,553 | New |
| Geneos Wealth Management Inc. | 1,788 | $15.0K | 0.00% | +600+50.5% | Added |
| Huntington National Bank | 2,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,065 | $17.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,366 | $19.9K | 0.00% | +2,366 | New |
| Grayhawk Investment Strategies Inc. | 1,990 | $23.0K | 0.01% | −142−6.7% | Reduced |
| Pacifica Partners Inc. | 2,900 | $24.8K | 0.01% | +2,600+866.7% | Added |
| The PNC Financial Services Group, Inc. | 3,608 | $30.3K | 0.00% | −2,587−41.8% | Reduced |
| Advisory Services Network, LLC | 3,750 | $31.5K | 0.00% | −859−18.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,750 | $31.5K | 0.02% | +2,000+114.3% | Added |
| Group One Trading, L.P. | 5,019 | $42.2K | 0.00% | −32,703−86.7% | Reduced |
| Gulf International Bank (UK) Ltd | 5,800 | $48.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 5,974 | $50.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 6,423 | $54.0K | 0.00% | +4,911+324.8% | Added |
| Van Eck Associates Corp | 7,121 | $60.0K | 0.00% | −157−2.2% | Reduced |
| Parallel Advisors, LLC | 7,644 | $64.2K | 0.00% | +7,644 | New |
| Tacita Capital Inc | 8,750 | $73.0K | 0.05% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 9,152 | $76.8K | 0.01% | −853−8.5% | Reduced |
| Atria Wealth Solutions, Inc. | 10,000 | $83.8K | 0.00% | −245−2.4% | Reduced |
| Principal Street Partners, LLC | 10,082 | $85.8K | 0.02% | +10,082 | New |
| Ahrens Investment Partners LLC | 10,500 | $88.2K | 0.04% | +10,500 | New |
| Fiera Capital Corp | 10,563 | $88.6K | 0.00% | −14,153−57.3% | Reduced |
| Baskin Financial Services Inc. | 10,600 | $89.0K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,636 | $89.3K | 0.03% | −605−5.4% | Reduced |
| Excalibur Management Corp | 11,170 | $93.8K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,450 | $96.0K | 0.00% | −2,365−17.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,128 | $101.9K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 12,350 | $103.7K | 0.00% | +12,350 | New |
| Advisor Partners II, LLC | 12,871 | $108.1K | 0.01% | +12,871 | New |
| Cigna Investments Inc | 13,301 | $111.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13,486 | $113.3K | 0.01% | +5,350+65.8% | Added |
| Stockman Wealth Management, Inc. | 13,500 | $113.4K | 0.03% | −1,500−10.0% | Reduced |
| ERn Financial, LLC | 13,571 | $114.0K | 0.03% | +13,571 | New |
| PFG Investments, LLC | 14,044 | $118.0K | 0.02% | +14,044 | New |
| Colonial River Wealth Management, LLC | 14,135 | $118.7K | 0.07% | +630+4.7% | Added |
| Jeppson Wealth Management, LLC | 15,122 | $127.0K | 0.06% | −9,305−38.1% | Reduced |
| Two Sigma Securities, LLC | 15,270 | $128.3K | 0.01% | +15,270 | New |
| HighTower Advisors, LLC | 15,310 | $129.0K | 0.00% | +1,873+13.9% | Added |
| Ewa, LLC | 15,020 | $129.3K | 0.10% | +15,020 | New |
| Verition Fund Management LLC | 16,435 | $138.1K | 0.00% | −15,828−49.1% | Reduced |
| Brinker Capital Investments, LLC | 17,477 | $146.8K | 0.00% | +17,477 | New |
| Orion Portfolio Solutions, LLC | 17,477 | $146.8K | 0.00% | +17,477 | New |
| First Republic Investment Management, Inc. | 17,576 | $147.6K | 0.00% | +12+0.1% | Added |
| Boston Private Wealth LLC | 17,614 | $148.0K | 0.00% | +7,204+69.2% | Added |
| Davis-Rea Ltd. | 17,786 | $151.0K | 0.09% | +6,857+62.7% | Added |
| Allspring Global Investments Holdings, LLC | 18,200 | $152.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,215 | $153.0K | 0.00% | −16,608−47.7% | Reduced |
| Fifth Lane Capital, LP | 18,810 | $158.0K | 0.20% | +18,810 | New |
| Schechter Investment Advisors, LLC | 19,557 | $164.0K | 0.02% | +19,557 | New |
| Harvest Portfolios Group Inc. | 19,600 | $164.5K | 0.01% | +19,600 | New |
| Evergreen Capital Management LLC | 19,511 | $165.8K | 0.01% | +19,511 | New |
| Walleye Trading LLC | 20,622 | $173.2K | 0.01% | +20,622 | New |
| Envestnet Asset Management Inc | 21,146 | $177.6K | 0.00% | −296,045−93.3% | Reduced |
| Veritable, L.P. | 21,871 | $183.7K | 0.00% | +8,172+59.7% | Added |
| Banque Cantonale Vaudoise | 22,123 | $185.0K | 0.01% | −23−0.1% | Reduced |
| Burney Co | 22,030 | $185.1K | 0.01% | −53,840−71.0% | Reduced |
| Quadrant Capital Group LLC | 22,163 | $186.4K | 0.02% | +22,163 | New |
| Belpointe Asset Management LLC | 22,324 | $187.5K | 0.01% | −7,261−24.5% | Reduced |
| Triumph Capital Management | 23,659 | $198.7K | 0.10% | −18,193−43.5% | Reduced |