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, Q2 2023
Institutional positions in Algonquin Power & Utilities Corp. as of Jun 30, 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
- 277
- 0 vs. Q1 2023
- Shares held
- 374.3M
- +12.2M (+3.4%) vs. Q1 2023
- Total value
- $3.13B
- +$60.7M (+2.0%) vs. Q1 2023
- New holders
- 45
- 92 more added
- Sold out
- 45
- 88 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Algonquin Power & Utilities Corp.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $149 | 0.00% | +3+20.0% | Added |
| Hexagon Capital Partners LLC | 27 | $223 | 0.00% | −1−3.6% | Reduced |
| Copeland Capital Management, LLC | 47 | $388 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 52 | $430 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 75 | $620 | 0.00% | +75 | New |
| Earnest Partners LLC | 86 | $710 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $826 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $826 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 145 | $1.20K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 175 | $1.45K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 189 | $1.56K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $1.67K | 0.00% | −2,700−93.1% | Reduced |
| Cornerstone Planning Group LLC | 231 | $1.91K | 0.00% | +231 | New |
| JFS Wealth Advisors, LLC | 245 | $2.02K | 0.00% | +111+82.8% | Added |
| JJJ Advisors Inc. | 260 | $2.18K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 300 | $2.48K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 340 | $2.81K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 325 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 490 | $4.00K | 0.00% | +490 | New |
| Tompkins Financial Corp | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 500 | $4.13K | 0.00% | +500 | New |
| Bell Investment Advisors, Inc | 504 | $4.16K | 0.00% | +52+11.5% | Added |
| Riggs Asset Managment Co. Inc. | 550 | $4.54K | 0.00% | +50+10.0% | Added |
| SRS Capital Advisors, Inc. | 607 | $5.01K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 665 | $5.49K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 704 | $5.82K | 0.00% | −17,511−96.1% | Reduced |
| Rhumbline Advisers | 864 | $7.14K | 0.00% | +864 | New |
| Gradient Investments LLC | 879 | $7.26K | 0.00% | −331−27.4% | Reduced |
| IFP Advisors, Inc | 822 | $8.04K | 0.00% | +115+16.3% | Added |
| Community Bank, N.A. | 1,000 | $8.26K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,127 | $9.31K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,695 | $14.0K | 0.00% | −671−28.4% | Reduced |
| Geneos Wealth Management Inc. | 1,788 | $14.8K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2,000 | $16.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,465 | $20.4K | 0.00% | +400+19.4% | Added |
| Grayhawk Investment Strategies Inc. | 1,990 | $21.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,874 | $24.0K | 0.00% | +1,493+108.1% | Added |
| The PNC Financial Services Group, Inc. | 3,608 | $29.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5,000 | $41.3K | 0.02% | +1,250+33.3% | Added |
| Gulf International Bank (UK) Ltd | 5,800 | $47.0K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 4,700 | $51.5K | 0.00% | +4,700 | New |
| Spire Wealth Management | 6,253 | $51.6K | 0.00% | −170−2.6% | Reduced |
| Salem Investment Counselors Inc | 6,667 | $55.8K | 0.00% | +6,667 | New |
| Van Eck Associates Corp | 7,097 | $59.0K | 0.00% | −24−0.3% | Reduced |
| Credential Qtrade Securities Inc. | 7,155 | $59.1K | 0.00% | −1,997−21.8% | Reduced |
| Parallel Advisors, LLC | 8,418 | $69.5K | 0.00% | +774+10.1% | Added |
| Tacita Capital Inc | 8,750 | $72.0K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,000 | $82.8K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 10,082 | $84.4K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,636 | $87.9K | 0.02% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 10,600 | $88.0K | 0.01% | 00.0% | Unchanged |
| Diametric Capital, LP | 10,788 | $89.1K | 0.04% | +10,788 | New |
| Magnetar Financial LLC | 10,951 | $90.5K | 0.00% | −44,891−80.4% | Reduced |
| Excalibur Management Corp | 11,170 | $92.3K | 0.05% | 00.0% | Unchanged |
| Old National Bancorp | 11,506 | $95.0K | 0.00% | +11,506 | New |
| Steward Partners Investment Advisory, LLC | 12,128 | $100.2K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 12,138 | $100.3K | 0.01% | +12,138 | New |
| Raymond James Trust N.A. | 12,200 | $101.0K | 0.00% | +750+6.6% | Added |
| Davis-Rea Ltd. | 12,267 | $102.8K | 0.06% | −5,519−31.0% | Reduced |
| Aquatic Capital Management LLC | 12,600 | $104.0K | 0.01% | +12,600 | New |
| HighTower Advisors, LLC | 13,260 | $109.0K | 0.00% | −2,050−13.4% | Reduced |
| Cigna Investments Inc | 13,301 | $110.0K | 0.02% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 13,477 | $111.3K | 0.01% | +606+4.7% | Added |
| Stockman Wealth Management, Inc. | 13,500 | $111.5K | 0.02% | 00.0% | Unchanged |
| ERn Financial, LLC | 13,571 | $112.1K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 13,771 | $113.7K | 0.01% | −6,851−33.2% | Reduced |
| Colonial River Wealth Management, LLC | 14,135 | $116.8K | 0.08% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 14,822 | $122.4K | 0.05% | −300−2.0% | Reduced |
| Belpointe Asset Management LLC | 14,835 | $122.5K | 0.01% | −7,489−33.5% | Reduced |
| Verity & Verity, LLC | 15,000 | $123.9K | 0.02% | +15,000 | New |
| West Family Investments, Inc. | 15,469 | $127.8K | 0.05% | +15,469 | New |
| Dorchester Wealth Management Co | 15,511 | $128.3K | 0.03% | −22,018−58.7% | Reduced |
| Ewa, LLC | 15,840 | $130.8K | 0.09% | +820+5.5% | Added |
| Burney Co | 16,608 | $137.2K | 0.01% | −5,422−24.6% | Reduced |
| Triumph Capital Management | 16,617 | $139.1K | 0.06% | −7,042−29.8% | Reduced |
| EverSource Wealth Advisors, LLC | 17,156 | $141.7K | 0.02% | +3,670+27.2% | Added |
| Envestnet Asset Management Inc | 17,510 | $144.7K | 0.00% | −3,636−17.2% | Reduced |
| First Republic Investment Management, Inc. | 17,581 | $145.5K | 0.00% | +50.0% | Added |
| Boston Private Wealth LLC | 17,692 | $146.1K | 0.00% | +78+0.4% | Added |
| GWM Advisors LLC | 17,740 | $146.5K | 0.00% | +17,740 | New |
| Veritable, L.P. | 17,750 | $146.6K | 0.00% | −4,121−18.8% | Reduced |
| Cresset Asset Management, LLC | 17,803 | $149.0K | 0.00% | +17,803 | New |
| Allspring Global Investments Holdings, LLC | 18,200 | $150.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 18,248 | $151.8K | 0.00% | +18,248 | New |
| Jump Financial, LLC | 19,060 | $157.4K | 0.01% | +19,060 | New |
| Harvest Portfolios Group Inc. | 19,600 | $162.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 19,916 | $164.5K | 0.00% | +2,439+14.0% | Added |
| Orion Portfolio Solutions, LLC | 19,916 | $164.5K | 0.00% | +2,439+14.0% | Added |
| Foundations Investment Advisors, LLC | 20,171 | $166.6K | 0.01% | +7,821+63.3% | Added |
| Schechter Investment Advisors, LLC | 20,223 | $167.3K | 0.02% | +666+3.4% | Added |
| Quantbot Technologies LP | 20,545 | $169.7K | 0.01% | +20,545 | New |
| Evergreen Capital Management LLC | 21,173 | $177.0K | 0.01% | +1,662+8.5% | Added |
| Lighthouse Investment Partners, LLC | 21,550 | $178.2K | 0.01% | −394,426−94.8% | Reduced |
| Quadrant Capital Group LLC | 23,212 | $192.0K | 0.02% | +1,049+4.7% | Added |
| Levin Capital Strategies, L.P. | 23,500 | $194.1K | 0.02% | +23,500 | New |
| Covestor Ltd | 23,620 | $195.0K | 0.15% | +22,067+1,420.9% | Added |
| King Wealth | 25,000 | $207.0K | 0.04% | 00.0% | Unchanged |