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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 15,310 | $129.0K | 0.00% | +1,873+13.9% | Added |
| Two Sigma Securities, LLC | 15,270 | $128.3K | 0.01% | +15,270 | New |
| Jeppson Wealth Management, LLC | 15,122 | $127.0K | 0.06% | −9,305−38.1% | Reduced |
| Colonial River Wealth Management, LLC | 14,135 | $118.7K | 0.07% | +630+4.7% | Added |
| PFG Investments, LLC | 14,044 | $118.0K | 0.02% | +14,044 | New |
| ERn Financial, LLC | 13,571 | $114.0K | 0.03% | +13,571 | New |
| Stockman Wealth Management, Inc. | 13,500 | $113.4K | 0.03% | −1,500−10.0% | Reduced |
| EverSource Wealth Advisors, LLC | 13,486 | $113.3K | 0.01% | +5,350+65.8% | Added |
| Cigna Investments Inc | 13,301 | $111.0K | 0.02% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 12,871 | $108.1K | 0.01% | +12,871 | New |
| Foundations Investment Advisors, LLC | 12,350 | $103.7K | 0.00% | +12,350 | New |
| Steward Partners Investment Advisory, LLC | 12,128 | $101.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,450 | $96.0K | 0.00% | −2,365−17.1% | Reduced |
| Excalibur Management Corp | 11,170 | $93.8K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,636 | $89.3K | 0.03% | −605−5.4% | Reduced |
| Baskin Financial Services Inc. | 10,600 | $89.0K | 0.01% | 00.0% | Unchanged |
| Fiera Capital Corp | 10,563 | $88.6K | 0.00% | −14,153−57.3% | Reduced |
| Ahrens Investment Partners LLC | 10,500 | $88.2K | 0.04% | +10,500 | New |
| Principal Street Partners, LLC | 10,082 | $85.8K | 0.02% | +10,082 | New |
| Atria Wealth Solutions, Inc. | 10,000 | $83.8K | 0.00% | −245−2.4% | Reduced |
| Credential Qtrade Securities Inc. | 9,152 | $76.8K | 0.01% | −853−8.5% | Reduced |
| Tacita Capital Inc | 8,750 | $73.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,644 | $64.2K | 0.00% | +7,644 | New |
| Van Eck Associates Corp | 7,121 | $60.0K | 0.00% | −157−2.2% | Reduced |
| Spire Wealth Management | 6,423 | $54.0K | 0.00% | +4,911+324.8% | Added |
| City Holding Co | 5,974 | $50.2K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 5,800 | $48.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,019 | $42.2K | 0.00% | −32,703−86.7% | 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 |
| The PNC Financial Services Group, Inc. | 3,608 | $30.3K | 0.00% | −2,587−41.8% | Reduced |
| Pacifica Partners Inc. | 2,900 | $24.8K | 0.01% | +2,600+866.7% | Added |
| Grayhawk Investment Strategies Inc. | 1,990 | $23.0K | 0.01% | −142−6.7% | Reduced |
| Lindbrook Capital, LLC | 2,366 | $19.9K | 0.00% | +2,366 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,065 | $17.3K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,788 | $15.0K | 0.00% | +600+50.5% | Added |
| Covestor Ltd | 1,553 | $13.0K | 0.01% | +1,553 | New |
| Chilton Capital Management LLC | 1,500 | $12.6K | 0.00% | +1,500 | New |
| CWM, LLC | 1,381 | $12.0K | 0.00% | +881+176.2% | Added |
| Gradient Investments LLC | 1,210 | $10.2K | 0.00% | +1,078+816.7% | Added |
| Fortis Capital Advisors, LLC | 1,189 | $9.99K | 0.01% | +1,189 | New |
| Allworth Financial LP | 1,127 | $9.47K | 0.00% | +1,127 | New |
| Crewe Advisors LLC | 1,126 | $9.46K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $8.40K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,000 | $8.38K | 0.00% | +1,000 | New |
| Compass Wealth Management LLC | 1,000 | $8.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 707 | $6.92K | 0.00% | +335+90.1% | Added |
| Horan Securities, Inc. | 665 | $5.59K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 607 | $5.10K | 0.00% | −256−29.7% | 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 |
| Cutler Group LP | 535 | $4.00K | 0.00% | −1,400−72.4% | Reduced |
| Bell Investment Advisors, Inc | 452 | $3.80K | 0.00% | +160+54.8% | Added |
| Valley National Advisers Inc | 325 | $3.00K | 0.00% | −15−4.4% | Reduced |
| Sunbelt Securities, Inc. | 340 | $2.92K | 0.00% | +340 | New |
| Hoey Investments, Inc | 300 | $2.52K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 300 | $2.52K | 0.00% | +300 | New |
| JJJ Advisors Inc. | 260 | $2.24K | 0.00% | +260 | 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 |
| Global Retirement Partners, LLC | 189 | $1.65K | 0.00% | +189 | New |
| West Financial Advisors, LLC | 175 | $1.47K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 158 | $1.33K | 0.00% | +23+17.0% | Added |
| Syverson Strege & Co | 157 | $1.32K | 0.00% | +157 | New |
| Central Trust Co | 145 | $1.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $1.13K | 0.00% | +125+1,388.9% | Added |
| Roble, Belko & Company, Inc | 60 | $1.00K | 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 |
| Earnest Partners LLC | 86 | $722 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 52 | $437 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 28 | $235 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $126 | 0.00% | +1+7.1% | Added |
| Bogart Wealth, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 47 | $0 | 0.00% | −2,691,535−100.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 20 | $0 | 0.00% | +20 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,402−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −3,782,058−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,521,861−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,349,300−100.0% | Sold out |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −982,400−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −966,227−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −630,100−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −511,656−100.0% | Sold out |
| Verity & Verity, LLC | 0 | $0 | 0.00% | −500,048−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −430,943−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −425,381−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −406,103−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −353,411−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −271,192−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −258,006−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −177,615−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −173,500−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −138,690−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −134,600−100.0% | Sold out |
| QV Investors Inc. | 0 | $0 | 0.00% | −134,630−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −131,529−100.0% | Sold out |