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 |
|---|---|---|---|---|---|
| Burney Co | 16,608 | $137.2K | 0.01% | −5,422−24.6% | Reduced |
| Ewa, LLC | 15,840 | $130.8K | 0.09% | +820+5.5% | Added |
| Dorchester Wealth Management Co | 15,511 | $128.3K | 0.03% | −22,018−58.7% | Reduced |
| West Family Investments, Inc. | 15,469 | $127.8K | 0.05% | +15,469 | New |
| Verity & Verity, LLC | 15,000 | $123.9K | 0.02% | +15,000 | New |
| Belpointe Asset Management LLC | 14,835 | $122.5K | 0.01% | −7,489−33.5% | Reduced |
| Jeppson Wealth Management, LLC | 14,822 | $122.4K | 0.05% | −300−2.0% | Reduced |
| Colonial River Wealth Management, LLC | 14,135 | $116.8K | 0.08% | 00.0% | Unchanged |
| Walleye Trading LLC | 13,771 | $113.7K | 0.01% | −6,851−33.2% | Reduced |
| ERn Financial, LLC | 13,571 | $112.1K | 0.02% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 13,500 | $111.5K | 0.02% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 13,477 | $111.3K | 0.01% | +606+4.7% | Added |
| Cigna Investments Inc | 13,301 | $110.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,260 | $109.0K | 0.00% | −2,050−13.4% | Reduced |
| Aquatic Capital Management LLC | 12,600 | $104.0K | 0.01% | +12,600 | New |
| Davis-Rea Ltd. | 12,267 | $102.8K | 0.06% | −5,519−31.0% | Reduced |
| Raymond James Trust N.A. | 12,200 | $101.0K | 0.00% | +750+6.6% | Added |
| StoneX Group Inc. | 12,138 | $100.3K | 0.01% | +12,138 | New |
| Steward Partners Investment Advisory, LLC | 12,128 | $100.2K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 11,506 | $95.0K | 0.00% | +11,506 | New |
| Excalibur Management Corp | 11,170 | $92.3K | 0.05% | 00.0% | Unchanged |
| Magnetar Financial LLC | 10,951 | $90.5K | 0.00% | −44,891−80.4% | Reduced |
| Diametric Capital, LP | 10,788 | $89.1K | 0.04% | +10,788 | New |
| Baskin Financial Services Inc. | 10,600 | $88.0K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,636 | $87.9K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 10,082 | $84.4K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,000 | $82.8K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 8,750 | $72.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,418 | $69.5K | 0.00% | +774+10.1% | Added |
| Credential Qtrade Securities Inc. | 7,155 | $59.1K | 0.00% | −1,997−21.8% | Reduced |
| Van Eck Associates Corp | 7,097 | $59.0K | 0.00% | −24−0.3% | Reduced |
| Salem Investment Counselors Inc | 6,667 | $55.8K | 0.00% | +6,667 | New |
| Spire Wealth Management | 6,253 | $51.6K | 0.00% | −170−2.6% | Reduced |
| UniSuper Management Pty Ltd | 4,700 | $51.5K | 0.00% | +4,700 | New |
| Gulf International Bank (UK) Ltd | 5,800 | $47.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5,000 | $41.3K | 0.02% | +1,250+33.3% | Added |
| The PNC Financial Services Group, Inc. | 3,608 | $29.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,874 | $24.0K | 0.00% | +1,493+108.1% | Added |
| Grayhawk Investment Strategies Inc. | 1,990 | $21.8K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,465 | $20.4K | 0.00% | +400+19.4% | Added |
| Founders Capital Management | 2,000 | $16.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,788 | $14.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,695 | $14.0K | 0.00% | −671−28.4% | Reduced |
| Allworth Financial LP | 1,127 | $9.31K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $8.26K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 822 | $8.04K | 0.00% | +115+16.3% | Added |
| Gradient Investments LLC | 879 | $7.26K | 0.00% | −331−27.4% | Reduced |
| Rhumbline Advisers | 864 | $7.14K | 0.00% | +864 | New |
| Tower Research Capital LLC (TRC) | 704 | $5.82K | 0.00% | −17,511−96.1% | Reduced |
| Horan Securities, Inc. | 665 | $5.49K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 607 | $5.01K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 550 | $4.54K | 0.00% | +50+10.0% | Added |
| Bell Investment Advisors, Inc | 504 | $4.16K | 0.00% | +52+11.5% | Added |
| Tompkins Financial Corp | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 500 | $4.13K | 0.00% | +500 | New |
| Bessemer Group Inc | 490 | $4.00K | 0.00% | +490 | New |
| Valley National Advisers Inc | 325 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 340 | $2.81K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 300 | $2.48K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 260 | $2.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 245 | $2.02K | 0.00% | +111+82.8% | Added |
| Cornerstone Planning Group LLC | 231 | $1.91K | 0.00% | +231 | New |
| Pacifica Partners Inc. | 200 | $1.67K | 0.00% | −2,700−93.1% | Reduced |
| Global Retirement Partners, LLC | 189 | $1.56K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 175 | $1.45K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 145 | $1.20K | 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 |
| Earnest Partners LLC | 86 | $710 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 75 | $620 | 0.00% | +75 | New |
| Quent Capital, LLC | 52 | $430 | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 47 | $388 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $223 | 0.00% | −1−3.6% | Reduced |
| True Wealth Design, LLC | 18 | $149 | 0.00% | +3+20.0% | Added |
| Bogart Wealth, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −3,964,392−100.0% | Sold out |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −2,615,100−100.0% | Sold out |
| NewGen Asset Management Ltd | 0 | $0 | 0.00% | −1,065,000−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −588,100−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −419,254−100.0% | Sold out |
| Springhouse Capital Management, LP | 0 | $0 | 0.00% | −368,300−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −323,566−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −260,000−100.0% | Sold out |
| Lynwood Capital Management Inc. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −169,104−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −163,294−100.0% | Sold out |
| Repertoire Partners LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −124,042−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −121,118−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −113,450−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −112,200−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −73,463−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −42,382−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −53,343−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −52,539−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −22,018−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |