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, Q1 2024
Institutional positions in Algonquin Power & Utilities Corp. as of Mar 31, 2024. 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
- 236
- −15 vs. Q4 2023
- Shares held
- 373.0M
- −2.21M (−0.6%) vs. Q4 2023
- Total value
- $2.38B
- −$1.95M (−0.1%) vs. Q4 2023
- New holders
- 34
- 88 more added
- Sold out
- 49
- 86 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Algonquin Power & Utilities Corp.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 0 | $1 | 0.00% | 0 | New |
| Bogart Wealth, LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $26 | 0.00% | −172−97.7% | Reduced |
| True Wealth Design, LLC | 26 | $165 | 0.00% | +5+23.8% | Added |
| North Star Investment Management Corp. | 100 | $632 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 157 | $992 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 169 | $1.07K | 0.00% | +1+0.6% | Added |
| Cornerstone Planning Group LLC | 180 | $1.18K | 0.00% | +180 | New |
| Rhumbline Advisers | 205 | $1.29K | 0.00% | −339−62.3% | Reduced |
| Bell Investment Advisors, Inc | 250 | $1.58K | 0.00% | −79−24.0% | Reduced |
| Hilltop National Bank | 300 | $1.90K | 0.00% | +300 | New |
| Valley National Advisers Inc | 325 | $2.00K | 0.00% | 00.0% | Unchanged |
| MUFG Securities (Canada), Ltd. | 358 | $2.26K | 0.00% | +358 | New |
| Allworth Financial LP | 454 | $2.87K | 0.00% | −57−11.2% | Reduced |
| Bokf, NA | 794 | $4.93K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 833 | $5.17K | 0.00% | −104−11.1% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 1,000 | $6.43K | 0.00% | +1,000 | New |
| JJJ Advisors Inc. | 1,023 | $6.50K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,155 | $7.30K | 0.00% | −2,040−63.8% | Reduced |
| Geneos Wealth Management Inc. | 1,342 | $8.48K | 0.00% | −593−30.6% | Reduced |
| Founders Capital Management | 2,000 | $12.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,048 | $13.0K | 0.00% | +279+15.8% | Added |
| Macquarie Group Ltd | 2,179 | $13.8K | 0.00% | +2,179 | New |
| Clear Street Markets LLC | 2,200 | $14.0K | 0.01% | +2,200 | New |
| IFP Advisors, Inc | 2,315 | $14.6K | 0.00% | +727+45.8% | Added |
| Grayhawk Investment Strategies Inc. | 1,990 | $17.0K | 0.02% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 3,000 | $19.0K | 0.00% | −241−7.4% | Reduced |
| Lindbrook Capital, LLC | 3,424 | $21.6K | 0.00% | +936+37.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,000 | $25.3K | 0.01% | +4,000 | New |
| Pacifica Partners Inc. | 5,329 | $32.1K | 0.01% | +1,179+28.4% | Added |
| 1832 Asset Management L.P. | 5,512 | $34.8K | 0.00% | −3,252−37.1% | Reduced |
| Spire Wealth Management | 5,550 | $35.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 5,700 | $36.0K | 0.01% | +5,700 | New |
| Parallel Advisors, LLC | 7,417 | $46.9K | 0.00% | +3,070+70.6% | Added |
| Steward Partners Investment Advisory, LLC | 8,565 | $54.1K | 0.00% | −62−0.7% | Reduced |
| Tacita Capital Inc | 8,750 | $55.3K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,000 | $63.2K | 0.00% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 10,722 | $68.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,802 | $68.3K | 0.00% | −19,207−64.0% | Reduced |
| Davis-Rea Ltd. | 10,929 | $70.3K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 11,136 | $70.4K | 0.01% | −7,688−40.8% | Reduced |
| Aigen Investment Management, LP | 11,407 | $72.1K | 0.02% | +11,407 | New |
| Schonfeld Strategic Advisors LLC | 11,418 | $72.2K | 0.00% | +11,418 | New |
| Quadrant Capital Group LLC | 11,738 | $74.5K | 0.01% | −3,469−22.8% | Reduced |
| Triumph Capital Management | 12,021 | $74.6K | 0.03% | −1,197−9.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 12,000 | $75.8K | 0.00% | +12,000 | New |
| Larson Financial Group LLC | 12,000 | $75.8K | 0.01% | +12,000 | New |
| Foundations Investment Advisors, LLC | 12,408 | $78.4K | 0.00% | −520−4.0% | Reduced |
| Boston Private Wealth LLC | 12,961 | $81.9K | 0.00% | +12,961 | New |
| Group One Trading, L.P. | 13,381 | $84.6K | 0.00% | −20,390−60.4% | Reduced |
| Harvest Portfolios Group Inc. | 13,400 | $84.7K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,633 | $86.2K | 0.00% | −1,719−11.2% | Reduced |
| Cresset Asset Management, LLC | 13,851 | $89.1K | 0.00% | +2,189+18.8% | Added |
| US Bancorp | 14,387 | $90.9K | 0.00% | +1,740+13.8% | Added |
| Belpointe Asset Management LLC | 14,835 | $93.8K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 15,022 | $94.9K | 0.00% | −4,592−23.4% | Reduced |
| Equitable Holdings, Inc. | 15,081 | $95.3K | 0.00% | +15,081 | New |
| Naples Global Advisors, LLC | 15,645 | $100.7K | 0.01% | −40,791−72.3% | Reduced |
| Stephens Inc | 16,000 | $101.1K | 0.00% | 00.0% | Unchanged |
| West Family Investments, Inc. | 16,276 | $102.9K | 0.03% | +4,907+43.2% | Added |
| ERn Financial, LLC | 16,320 | $103.1K | 0.02% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 18,338 | $115.8K | 0.01% | +4,428+31.8% | Added |
| Gilman Hill Asset Management, LLC | 19,750 | $124.8K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 19,812 | $125.2K | 0.00% | −628,632−96.9% | Reduced |
| Covestor Ltd | 20,247 | $128.0K | 0.08% | −8,613−29.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,800 | $131.5K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 20,956 | $131.9K | 0.00% | −82,101−79.7% | Reduced |
| EverSource Wealth Advisors, LLC | 22,841 | $139.6K | 0.01% | +1,213+5.6% | Added |
| Veriti Management LLC | 22,223 | $140.4K | 0.01% | −3,617−14.0% | Reduced |
| Kepos Capital LP | 22,696 | $142.0K | 0.04% | −677−2.9% | Reduced |
| Intrua Financial, LLC | 22,825 | $144.3K | 0.02% | −309−1.3% | Reduced |
| Evergreen Capital Management LLC | 23,983 | $154.2K | 0.01% | +5,540+30.0% | Added |
| Integrated Wealth Concepts LLC | 24,850 | $157.1K | 0.00% | −4,544−15.5% | Reduced |
| Icapital Wealth LLC | 26,086 | $164.9K | 0.10% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 26,284 | $166.1K | 0.02% | +26,284 | New |
| DGS Capital Management, LLC | 26,708 | $168.8K | 0.05% | +26,708 | New |
| Mirae Asset Global Investments Co., Ltd. | 27,900 | $176.3K | 0.00% | +16,800+151.4% | Added |
| Vident Advisory, LLC | 27,949 | $176.8K | 0.00% | −4,061−12.7% | Reduced |
| Squarepoint Ops LLC | 28,241 | $178.5K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 28,648 | $181.1K | 0.01% | +1,478+5.4% | Added |
| Ingalls & Snyder LLC | 29,650 | $187.0K | 0.01% | −1,000−3.3% | Reduced |
| Seven Eight Capital, LP | 30,528 | $192.9K | 0.02% | −81,992−72.9% | Reduced |
| Investment Management Corp of Ontario | 32,847 | $207.6K | 0.01% | −27,200−45.3% | Reduced |
| Bank of Nova Scotia Trust Co | 33,050 | $208.9K | 0.02% | −3,600−9.8% | Reduced |
| Shell Asset Management Co | 36,500 | $214.0K | 0.01% | −66,728−64.6% | Reduced |
| Phoenix Holdings Ltd. | 34,401 | $216.8K | 0.00% | +9,251+36.8% | Added |
| Mariner, LLC | 34,440 | $217.7K | 0.00% | +6,163+21.8% | Added |
| Cidel Asset Management Inc | 35,184 | $222.6K | 0.02% | −49,899−58.6% | Reduced |
| AXA S.A. | 35,526 | $224.5K | 0.00% | −2,513−6.6% | Reduced |
| Magnetar Financial LLC | 36,925 | $233.4K | 0.01% | −77,755−67.8% | Reduced |
| ADAR1 Capital Management, LLC | 37,000 | $233.8K | 0.06% | −13,000−26.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 37,661 | $238.0K | 0.00% | −1,991−5.0% | Reduced |
| Consolidated Portfolio Review Corp | 38,963 | $246.2K | 0.06% | −4,059−9.4% | Reduced |
| Simplex Trading, LLC | 40,870 | $258.0K | 0.01% | −257−0.6% | Reduced |
| Gotham Asset Management, LLC | 41,687 | $263.5K | 0.00% | +24,161+137.9% | Added |
| Northwest & Ethical Investments L.P. | 41,997 | $265.4K | 0.01% | −65,547−60.9% | Reduced |
| XTX Topco Ltd | 42,498 | $268.6K | 0.04% | +8,600+25.4% | Added |
| Keynote Financial Services LLC | 44,755 | $282.9K | 0.24% | +44,755 | New |
| Virtu Financial LLC | 49,104 | $310.0K | 0.02% | +15,725+47.1% | Added |