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, Q4 2023
Institutional positions in Algonquin Power & Utilities Corp. as of Dec 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
- 254
- −7 vs. Q3 2023
- Shares held
- 376.5M
- −2.99M (−0.8%) vs. Q3 2023
- Total value
- $2.39B
- +$88.4M (+3.8%) vs. Q3 2023
- New holders
- 48
- 91 more added
- Sold out
- 55
- 87 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Algonquin Power & Utilities Corp.; share changes are against Q3 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 |
| True Wealth Design, LLC | 21 | $133 | 0.00% | +2+10.5% | Added |
| Hexagon Capital Partners LLC | 53 | $335 | 0.00% | +37+231.3% | Added |
| Tompkins Financial Corp | 100 | $632 | 0.00% | −400−80.0% | Reduced |
| North Star Investment Management Corp. | 100 | $632 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $632 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 100 | $632 | 0.00% | +100 | New |
| Naples Money Management LLC | 157 | $992 | 0.00% | +157 | New |
| CVA Family Office, LLC | 168 | $1.06K | 0.00% | +168 | New |
| JFS Wealth Advisors, LLC | 176 | $1.11K | 0.00% | −75−29.9% | Reduced |
| SRS Capital Advisors, Inc. | 211 | $1.33K | 0.00% | −531−71.6% | Reduced |
| Valley National Advisers Inc | 325 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 405 | $2.00K | 0.00% | +405 | New |
| Bell Investment Advisors, Inc | 329 | $2.08K | 0.00% | −246−42.8% | Reduced |
| Allworth Financial LP | 511 | $3.23K | 0.00% | +511 | New |
| Rhumbline Advisers | 544 | $3.44K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 667 | $4.21K | 0.00% | +467+233.5% | Added |
| Ossiam | 669 | $4.24K | 0.00% | +669 | New |
| Bokf, NA | 794 | $5.02K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 937 | $5.92K | 0.00% | +937 | New |
| JJJ Advisors Inc. | 1,023 | $6.50K | 0.00% | +763+293.5% | Added |
| Baystate Wealth Management LLC | 1,368 | $8.65K | 0.00% | +1,368 | New |
| IFP Advisors, Inc | 1,588 | $10.0K | 0.00% | +881+124.6% | Added |
| CWM, LLC | 1,769 | $11.0K | 0.00% | −423−19.3% | Reduced |
| Geneos Wealth Management Inc. | 1,935 | $12.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,980 | $12.5K | 0.00% | +1,980 | New |
| The PNC Financial Services Group, Inc. | 2,000 | $12.6K | 0.00% | −1,608−44.6% | Reduced |
| Founders Capital Management | 2,000 | $12.6K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,000 | $13.0K | 0.00% | +2,000 | New |
| Lindbrook Capital, LLC | 2,488 | $15.7K | 0.00% | +1,824+274.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,565 | $16.2K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 1,990 | $16.6K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,195 | $20.2K | 0.00% | +3,195 | New |
| Credential Qtrade Securities Inc. | 3,241 | $20.5K | 0.00% | −4,764−59.5% | Reduced |
| Pacifica Partners Inc. | 4,150 | $25.6K | 0.01% | +3,950+1,975.0% | Added |
| Parallel Advisors, LLC | 4,347 | $27.5K | 0.00% | +1,882+76.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,721 | $29.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,550 | $33.1K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 5,800 | $36.0K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 4,700 | $39.3K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 6,902 | $44.0K | 0.00% | −1,125−14.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,627 | $54.5K | 0.00% | −17,626−67.1% | Reduced |
| Tacita Capital Inc | 8,750 | $55.4K | 0.04% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 8,764 | $55.4K | 0.00% | −2,840−24.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,800 | $61.9K | 0.00% | −8,400−46.2% | Reduced |
| Raymond James Trust N.A. | 10,000 | $63.2K | 0.00% | −2,200−18.0% | Reduced |
| SG Americas Securities, LLC | 10,100 | $64.0K | 0.00% | +10,100 | New |
| Seven Mile Advisory | 10,598 | $67.0K | 0.06% | +10,598 | New |
| Baskin Financial Services Inc. | 10,722 | $68.0K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,100 | $70.2K | 0.00% | +11,100 | New |
| Davis-Rea Ltd. | 10,929 | $70.4K | 0.04% | 00.0% | Unchanged |
| West Family Investments, Inc. | 11,369 | $71.9K | 0.02% | +11,369 | New |
| Prelude Capital Management, LLC | 11,570 | $73.1K | 0.01% | +11,570 | New |
| Cresset Asset Management, LLC | 11,662 | $75.0K | 0.00% | +11,662 | New |
| Foundations Investment Advisors, LLC | 12,928 | $78.5K | 0.00% | −49,835−79.4% | Reduced |
| US Bancorp | 12,647 | $79.9K | 0.00% | −7,342−36.7% | Reduced |
| Colonial River Wealth Management, LLC | 12,675 | $80.1K | 0.05% | −695−5.2% | Reduced |
| Cigna Investments Inc | 13,301 | $84.0K | 0.02% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 13,400 | $84.5K | 0.00% | −3,000−18.3% | Reduced |
| Triumph Capital Management | 13,218 | $85.0K | 0.04% | −5,713−30.2% | Reduced |
| Value Partners Investments Inc. | 13,910 | $87.9K | 0.01% | +1,769+14.6% | Added |
| AQR Capital Management LLC | 14,514 | $91.7K | 0.00% | +76+0.5% | Added |
| Belpointe Asset Management LLC | 14,835 | $93.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 15,207 | $96.5K | 0.01% | +12,447+451.0% | Added |
| Cerity Partners LLC | 15,352 | $97.0K | 0.00% | −20,268−56.9% | Reduced |
| ERn Financial, LLC | 16,320 | $97.1K | 0.02% | −1,335−7.6% | Reduced |
| Versor Investments LP | 16,000 | $101.0K | 0.02% | −5,700−26.3% | Reduced |
| Stephens Inc | 16,000 | $101.1K | 0.00% | +16,000 | New |
| Gotham Asset Management, LLC | 17,526 | $110.8K | 0.00% | +1,937+12.4% | Added |
| Evergreen Capital Management LLC | 18,443 | $118.6K | 0.00% | +18,443 | New |
| Kingswood Wealth Advisors, LLC | 18,824 | $119.0K | 0.01% | +6,937+58.4% | Added |
| Pathstone Holdings, LLC | 19,614 | $124.1K | 0.00% | +19,614 | New |
| Mirabella Financial Services LLP | 19,723 | $124.5K | 0.02% | +19,723 | New |
| Gilman Hill Asset Management, LLC | 19,750 | $124.8K | 0.02% | +4,750+31.7% | Added |
| Tokio Marine Asset Management Co Ltd | 20,800 | $131.5K | 0.01% | −1,300−5.9% | Reduced |
| EverSource Wealth Advisors, LLC | 21,628 | $136.7K | 0.01% | +1,972+10.0% | Added |
| Kepos Capital LP | 23,373 | $144.0K | 0.05% | −1,496,238−98.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,803 | $144.1K | 0.01% | +22,803 | New |
| Intrua Financial, LLC | 23,134 | $146.2K | 0.02% | −9,324−28.7% | Reduced |
| Long Run Wealth Advisors, LLC | 25,000 | $158.0K | 0.05% | +25,000 | New |
| Phoenix Holdings Ltd. | 25,150 | $158.8K | 0.00% | −873−3.4% | Reduced |
| Atria Wealth Solutions, Inc. | 25,000 | $159.8K | 0.00% | +4,000+19.0% | Added |
| Veriti Management LLC | 25,840 | $163.3K | 0.01% | −19,024−42.4% | Reduced |
| APG Asset Management N.V. | 28,701 | $164.7K | 0.00% | −1,644−5.4% | Reduced |
| Icapital Wealth LLC | 26,086 | $164.9K | 0.11% | +26,086 | New |
| Wetherby Asset Management Inc | 27,170 | $171.7K | 0.01% | +15,578+134.4% | Added |
| Squarepoint Ops LLC | 28,241 | $178.5K | 0.00% | −126,878−81.8% | Reduced |
| Mariner, LLC | 28,277 | $178.7K | 0.00% | −30,489−51.9% | Reduced |
| Covestor Ltd | 28,860 | $182.0K | 0.12% | −1,597−5.2% | Reduced |
| Integrated Wealth Concepts LLC | 29,394 | $185.8K | 0.00% | −4,100−12.2% | Reduced |
| Tower Research Capital LLC (TRC) | 30,009 | $189.7K | 0.00% | +22,474+298.3% | Added |
| Ingalls & Snyder LLC | 30,650 | $193.0K | 0.01% | −11,250−26.8% | Reduced |
| Graham Capital Management, L.P. | 31,661 | $200.1K | 0.01% | +31,661 | New |
| Vident Advisory, LLC | 32,010 | $202.8K | 0.01% | −8,339−20.7% | Reduced |
| Torno Capital, LLC | 33,000 | $208.6K | 0.21% | +33,000 | New |
| Virtu Financial LLC | 33,379 | $211.0K | 0.02% | +33,379 | New |
| Janus Henderson Group PLC | 33,676 | $213.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 33,771 | $213.4K | 0.01% | +8,009+31.1% | Added |
| XTX Topco Ltd | 33,898 | $214.2K | 0.05% | +33,898 | New |