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, Q3 2023
Institutional positions in Algonquin Power & Utilities Corp. as of Sep 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
- 264
- −12 vs. Q2 2023
- Shares held
- 379.6M
- +5.65M (+1.5%) vs. Q2 2023
- Total value
- $2.30B
- −$825.3M (−26.4%) vs. Q2 2023
- New holders
- 39
- 92 more added
- Sold out
- 51
- 92 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Algonquin Power & Utilities Corp.; share changes are against Q2 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 | $6 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 16 | $95 | 0.00% | −11−40.7% | Reduced |
| True Wealth Design, LLC | 19 | $113 | 0.00% | +1+5.6% | Added |
| LGT Financial Advisors LLC | 39 | $231 | 0.00% | +39 | New |
| North Star Investment Management Corp. | 100 | $592 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $592 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 86 | $691 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 145 | $859 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 175 | $1.04K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 190 | $1.13K | 0.00% | −689−78.4% | Reduced |
| Pacifica Partners Inc. | 200 | $1.13K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 200 | $1.18K | 0.00% | +200 | New |
| JFS Wealth Advisors, LLC | 251 | $1.49K | 0.00% | +6+2.4% | Added |
| JJJ Advisors Inc. | 260 | $1.57K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 325 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 500 | $2.96K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 500 | $2.96K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 544 | $3.22K | 0.00% | −320−37.0% | Reduced |
| Bell Investment Advisors, Inc | 575 | $3.40K | 0.00% | +71+14.1% | Added |
| Lindbrook Capital, LLC | 664 | $3.93K | 0.00% | −1,031−60.8% | Reduced |
| Bokf, NA | 794 | $3.99K | 0.00% | +794 | New |
| IFP Advisors, Inc | 707 | $4.19K | 0.00% | −115−14.0% | Reduced |
| SRS Capital Advisors, Inc. | 742 | $4.39K | 0.00% | +135+22.2% | Added |
| Beutel, Goodman & Co Ltd. | 1,000 | $5.00K | 0.00% | +1,000 | New |
| Geneos Wealth Management Inc. | 1,935 | $11.5K | 0.00% | +147+8.2% | Added |
| Founders Capital Management | 2,000 | $11.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,192 | $13.0K | 0.00% | −682−23.7% | Reduced |
| Parallel Advisors, LLC | 2,465 | $14.6K | 0.00% | −5,953−70.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,565 | $15.2K | 0.00% | +100+4.1% | Added |
| Grayhawk Investment Strategies Inc. | 1,990 | $16.0K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 2,709 | $16.0K | 0.01% | +2,709 | New |
| Quadrant Capital Group LLC | 2,760 | $16.3K | 0.00% | −20,452−88.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,000 | $17.8K | 0.01% | −2,000−40.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,608 | $21.4K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 4,721 | $28.1K | 0.00% | +4,721 | New |
| Spire Wealth Management | 5,550 | $32.9K | 0.00% | −703−11.2% | Reduced |
| Gulf International Bank (UK) Ltd | 5,800 | $34.0K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 4,700 | $37.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,535 | $44.6K | 0.00% | +6,831+970.3% | Added |
| Credential Qtrade Securities Inc. | 8,005 | $47.4K | 0.00% | +850+11.9% | Added |
| Van Eck Associates Corp | 8,027 | $48.0K | 0.00% | +930+13.1% | Added |
| Tacita Capital Inc | 8,750 | $52.0K | 0.04% | 00.0% | Unchanged |
| Ewa, LLC | 10,324 | $56.7K | 0.04% | −5,516−34.8% | Reduced |
| Jeppson Wealth Management, LLC | 10,020 | $59.3K | 0.03% | −4,802−32.4% | Reduced |
| British Columbia Investment Management Corp | 10,085 | $59.7K | 0.00% | +10,085 | New |
| CTC Alternative Strategies, Ltd. | 10,500 | $62.3K | 0.12% | +10,500 | New |
| Baskin Financial Services Inc. | 10,722 | $63.0K | 0.01% | +122+1.2% | Added |
| Diametric Capital, LP | 10,788 | $63.9K | 0.03% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 10,929 | $66.1K | 0.04% | −1,338−10.9% | Reduced |
| Magnetar Financial LLC | 11,167 | $66.1K | 0.00% | +216+2.0% | Added |
| Excalibur Management Corp | 11,170 | $66.1K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 11,592 | $68.6K | 0.00% | −38,569−76.9% | Reduced |
| 1832 Asset Management L.P. | 11,604 | $68.7K | 0.00% | −1,482,682−99.2% | Reduced |
| Wedbush Securities Inc | 11,640 | $69.0K | 0.00% | +11,640 | New |
| Kingswood Wealth Advisors, LLC | 11,887 | $70.4K | 0.01% | +11,887 | New |
| Boston Private Wealth LLC | 12,119 | $71.7K | 0.00% | −5,573−31.5% | Reduced |
| Value Partners Investments Inc. | 12,141 | $72.2K | 0.01% | +12,141 | New |
| Raymond James Trust N.A. | 12,200 | $72.2K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 12,466 | $73.8K | 0.00% | +960+8.3% | Added |
| Cigna Investments Inc | 13,301 | $79.0K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 13,370 | $79.2K | 0.05% | −765−5.4% | Reduced |
| Prudential Financial Inc | 13,618 | $82.3K | 0.00% | +13,618 | New |
| AQR Capital Management LLC | 14,438 | $85.5K | 0.00% | +14,438 | New |
| Belpointe Asset Management LLC | 14,835 | $87.8K | 0.01% | 00.0% | Unchanged |
| Verity & Verity, LLC | 15,000 | $88.8K | 0.01% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 15,000 | $88.8K | 0.02% | +15,000 | New |
| HighTower Advisors, LLC | 14,897 | $89.0K | 0.00% | +1,637+12.3% | Added |
| Adell Harriman & Carpenter Inc | 15,450 | $91.5K | 0.01% | −24,150−61.0% | Reduced |
| Advisor Partners II, LLC | 15,486 | $91.7K | 0.00% | +2,009+14.9% | Added |
| Dorchester Wealth Management Co | 15,475 | $92.0K | 0.02% | −36−0.2% | Reduced |
| Gotham Asset Management, LLC | 15,589 | $92.3K | 0.00% | −147,532−90.4% | Reduced |
| Two Sigma Securities, LLC | 16,315 | $96.6K | 0.00% | +16,315 | New |
| Harvest Portfolios Group Inc. | 16,400 | $97.1K | 0.00% | −3,200−16.3% | Reduced |
| ERn Financial, LLC | 17,655 | $104.5K | 0.02% | +4,084+30.1% | Added |
| Allspring Global Investments Holdings, LLC | 18,200 | $107.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 18,320 | $108.5K | 0.00% | +810+4.6% | Added |
| Engineers Gate Manager LP | 19,177 | $113.5K | 0.00% | −10,314−35.0% | Reduced |
| Triumph Capital Management | 18,931 | $114.1K | 0.05% | +2,314+13.9% | Added |
| EverSource Wealth Advisors, LLC | 19,656 | $116.4K | 0.01% | +2,500+14.6% | Added |
| US Bancorp | 19,989 | $118.3K | 0.00% | −17,507−46.7% | Reduced |
| Man Group plc | – | $125.1K | 0.00% | – | – |
| Atria Wealth Solutions, Inc. | 21,000 | $125.8K | 0.00% | +11,000+110.0% | Added |
| Versor Investments LP | 21,700 | $128.5K | 0.03% | +21,700 | New |
| Signaturefd, LLC | 21,755 | $128.8K | 0.00% | −48,370−69.0% | Reduced |
| Principal Street Partners, LLC | 21,998 | $130.2K | 0.03% | +11,916+118.2% | Added |
| Tokio Marine Asset Management Co Ltd | 22,100 | $130.8K | 0.01% | +22,100 | New |
| King Wealth | 25,000 | $148.0K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 25,762 | $152.5K | 0.01% | −165,464−86.5% | Reduced |
| First Republic Investment Management, Inc. | 25,688 | $152.8K | 0.00% | +8,107+46.1% | Added |
| Steward Partners Investment Advisory, LLC | 26,253 | $155.4K | 0.00% | +14,125+116.5% | Added |
| PFG Investments, LLC | 26,502 | $156.9K | 0.03% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 26,023 | $158.2K | 0.00% | +26,023 | New |
| Vontobel Holding Ltd. | 27,816 | $164.6K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 28,140 | $166.6K | 0.00% | −53,987−65.7% | Reduced |
| Swiss Life Asset Management Ltd | 28,674 | $170.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 28,963 | $171.5K | 0.00% | −8,682−23.1% | Reduced |
| Covestor Ltd | 30,457 | $180.0K | 0.14% | +6,837+28.9% | Added |
| Intrua Financial, LLC | 32,458 | $192.2K | 0.03% | −3,169−8.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 33,373 | $198.0K | 0.02% | +33,373 | New |