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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 11,570 | $73.1K | 0.01% | +11,570 | New |
| West Family Investments, Inc. | 11,369 | $71.9K | 0.02% | +11,369 | New |
| Davis-Rea Ltd. | 10,929 | $70.4K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,100 | $70.2K | 0.00% | +11,100 | New |
| Baskin Financial Services Inc. | 10,722 | $68.0K | 0.01% | 00.0% | Unchanged |
| Seven Mile Advisory | 10,598 | $67.0K | 0.06% | +10,598 | New |
| SG Americas Securities, LLC | 10,100 | $64.0K | 0.00% | +10,100 | New |
| Raymond James Trust N.A. | 10,000 | $63.2K | 0.00% | −2,200−18.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,800 | $61.9K | 0.00% | −8,400−46.2% | Reduced |
| 1832 Asset Management L.P. | 8,764 | $55.4K | 0.00% | −2,840−24.5% | Reduced |
| Tacita Capital Inc | 8,750 | $55.4K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,627 | $54.5K | 0.00% | −17,626−67.1% | Reduced |
| Van Eck Associates Corp | 6,902 | $44.0K | 0.00% | −1,125−14.0% | Reduced |
| UniSuper Management Pty Ltd | 4,700 | $39.3K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 5,800 | $36.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,550 | $33.1K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 4,721 | $29.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,347 | $27.5K | 0.00% | +1,882+76.3% | Added |
| Pacifica Partners Inc. | 4,150 | $25.6K | 0.01% | +3,950+1,975.0% | Added |
| Credential Qtrade Securities Inc. | 3,241 | $20.5K | 0.00% | −4,764−59.5% | Reduced |
| PEAK6 Investments LLC | 3,195 | $20.2K | 0.00% | +3,195 | New |
| Grayhawk Investment Strategies Inc. | 1,990 | $16.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,565 | $16.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,488 | $15.7K | 0.00% | +1,824+274.7% | Added |
| Hanson & Doremus Investment Management | 2,000 | $13.0K | 0.00% | +2,000 | 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 |
| Advisory Services Network, LLC | 1,980 | $12.5K | 0.00% | +1,980 | New |
| Geneos Wealth Management Inc. | 1,935 | $12.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,769 | $11.0K | 0.00% | −423−19.3% | Reduced |
| IFP Advisors, Inc | 1,588 | $10.0K | 0.00% | +881+124.6% | Added |
| Baystate Wealth Management LLC | 1,368 | $8.65K | 0.00% | +1,368 | New |
| JJJ Advisors Inc. | 1,023 | $6.50K | 0.00% | +763+293.5% | Added |
| Farther Finance Advisors, LLC | 937 | $5.92K | 0.00% | +937 | New |
| Bokf, NA | 794 | $5.02K | 0.00% | 00.0% | Unchanged |
| Ossiam | 669 | $4.24K | 0.00% | +669 | New |
| Optiver Holding B.V. | 667 | $4.21K | 0.00% | +467+233.5% | Added |
| Rhumbline Advisers | 544 | $3.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 511 | $3.23K | 0.00% | +511 | New |
| Bell Investment Advisors, Inc | 329 | $2.08K | 0.00% | −246−42.8% | Reduced |
| Valley National Advisers Inc | 325 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 405 | $2.00K | 0.00% | +405 | New |
| SRS Capital Advisors, Inc. | 211 | $1.33K | 0.00% | −531−71.6% | Reduced |
| JFS Wealth Advisors, LLC | 176 | $1.11K | 0.00% | −75−29.9% | Reduced |
| CVA Family Office, LLC | 168 | $1.06K | 0.00% | +168 | New |
| Naples Money Management LLC | 157 | $992 | 0.00% | +157 | New |
| 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 |
| Hexagon Capital Partners LLC | 53 | $335 | 0.00% | +37+231.3% | Added |
| True Wealth Design, LLC | 21 | $133 | 0.00% | +2+10.5% | Added |
| Bogart Wealth, LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −2,042,100−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,975,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,018,347−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −530,918−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −429,851−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −238,167−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −301,516−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −272,000−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −267,440−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −237,760−100.0% | Sold out |
| Heronetta Management, L.P. | 0 | $0 | 0.00% | −162,000−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −211,272−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −157,729−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −153,043−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −139,650−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −136,122−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −130,500−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −123,587−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −102,402−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −59,412−100.0% | Sold out |
| Kamunting Street Capital Management, L.P. | 0 | $0 | 0.00% | −56,609−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −50,500−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −42,903−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −40,501−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −40,382−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −33,761−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −33,373−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −28,674−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −27,816−100.0% | Sold out |
| King Wealth | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −21,998−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −19,177−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −18,320−100.0% | Sold out |
| Dorchester Wealth Management Co | 0 | $0 | 0.00% | −15,475−100.0% | Sold out |
| Adell Harriman & Carpenter Inc | 0 | $0 | 0.00% | −15,450−100.0% | Sold out |
| Verity & Verity, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −13,618−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −12,466−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −12,119−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −11,640−100.0% | Sold out |
| Excalibur Management Corp | 0 | $0 | 0.00% | −11,170−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −10,788−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Jeppson Wealth Management, LLC | 0 | $0 | 0.00% | −10,020−100.0% | Sold out |
| Ewa, LLC | 0 | $0 | 0.00% | −10,324−100.0% | Sold out |