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 2024
Institutional positions in Algonquin Power & Utilities Corp. as of Jun 30, 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
- 259
- +27 vs. Q1 2024
- Shares held
- 405.5M
- +33.7M (+9.1%) vs. Q1 2024
- Total value
- $2.38B
- +$15.4M (+0.7%) vs. Q1 2024
- New holders
- 54
- 85 more added
- Sold out
- 27
- 80 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Algonquin Power & Utilities Corp.; share changes are against Q1 2024.
| 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 | Unchanged |
| Bogart Wealth, LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2 | $12 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 4 | $24 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $153 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $586 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 119 | $711 | 0.00% | +119 | New |
| Naples Money Management LLC | 157 | $922 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 162 | $950 | 0.00% | +162 | New |
| CVA Family Office, LLC | 169 | $990 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 325 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 205 | $1.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 303 | $1.79K | 0.00% | −151−33.3% | Reduced |
| Cornerstone Planning Group LLC | 467 | $2.77K | 0.00% | +287+159.4% | Added |
| Umb Bank N A | 478 | $2.80K | 0.00% | +478 | New |
| Bell Investment Advisors, Inc | 513 | $3.01K | 0.00% | +263+105.2% | Added |
| Aviso Financial Inc. | 625 | $3.66K | 0.00% | +625 | New |
| Spire Wealth Management | 639 | $3.75K | 0.00% | −4,911−88.5% | Reduced |
| Point72 (DIFC) Ltd | 640 | $3.75K | 0.00% | +640 | New |
| JJJ Advisors Inc. | 664 | $3.89K | 0.00% | −359−35.1% | Reduced |
| Whittier Trust Co | 786 | $4.61K | 0.00% | +786 | New |
| Bokf, NA | 794 | $4.65K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 833 | $4.89K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 969 | $5.68K | 0.00% | +669+223.0% | Added |
| Dixon Mitchell Investment Counsel Inc. | 1,000 | $5.99K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,152 | $7.28K | 0.00% | +1,152 | New |
| Geneos Wealth Management Inc. | 1,342 | $7.86K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,588 | $9.31K | 0.00% | −727−31.4% | Reduced |
| CWM, LLC | 2,048 | $12.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2,600 | $15.2K | 0.01% | +600+30.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,665 | $15.6K | 0.00% | +2,665 | New |
| Tower Research Capital LLC (TRC) | 2,691 | $15.8K | 0.00% | −8,111−75.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,990 | $16.0K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 2,675 | $16.0K | 0.00% | +2,675 | New |
| Lindbrook Capital, LLC | 4,719 | $27.7K | 0.00% | +1,295+37.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,721 | $27.7K | 0.00% | +4,721 | New |
| Parallel Advisors, LLC | 5,046 | $29.6K | 0.00% | −2,371−32.0% | Reduced |
| 1832 Asset Management L.P. | 5,833 | $34.2K | 0.00% | +321+5.8% | Added |
| NBC Securities, Inc. | 6,309 | $36.0K | 0.00% | +6,309 | New |
| Pacifica Partners Inc. | 6,029 | $36.6K | 0.02% | +700+13.1% | Added |
| Steward Partners Investment Advisory, LLC | 7,663 | $44.9K | 0.00% | −902−10.5% | Reduced |
| CIBC Private Wealth Group, LLC | 7,523 | $45.0K | 0.00% | +7,523 | New |
| Advisor Group Holdings, Inc. | 8,303 | $48.8K | 0.00% | −101,087−92.4% | Reduced |
| Tacita Capital Inc | 8,750 | $51.4K | 0.04% | 00.0% | Unchanged |
| Caption Management, LLC | 9,000 | $52.7K | 0.01% | +9,000 | New |
| Raymond James Trust N.A. | 10,000 | $58.6K | 0.00% | 00.0% | Unchanged |
| Verity & Verity, LLC | 10,006 | $58.6K | 0.01% | +10,006 | New |
| Naples Global Advisors, LLC | 10,125 | $60.4K | 0.01% | −5,520−35.3% | Reduced |
| Claro Advisors LLC | 10,441 | $61.2K | 0.01% | +10,441 | New |
| Avantax Advisory Services, Inc. | 10,677 | $62.6K | 0.00% | +10,677 | New |
| Two Sigma Securities, LLC | 11,146 | $65.3K | 0.00% | +11,146 | New |
| Davis-Rea Ltd. | 10,929 | $65.4K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 11,160 | $65.4K | 0.00% | −41,760−78.9% | Reduced |
| SeaCrest Wealth Management, LLC | 11,213 | $65.7K | 0.01% | +11,213 | New |
| Douglass Winthrop Advisors, LLC | 12,000 | $70.3K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 12,000 | $70.3K | 0.05% | +12,000 | New |
| Schonfeld Strategic Advisors LLC | 12,092 | $70.9K | 0.00% | +674+5.9% | Added |
| Quadrant Capital Group LLC | 12,238 | $72.1K | 0.01% | +500+4.3% | Added |
| Foundations Investment Advisors, LLC | 12,408 | $72.7K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 12,725 | $74.6K | 0.00% | −236−1.8% | Reduced |
| US Bancorp | 12,903 | $75.6K | 0.00% | −1,484−10.3% | Reduced |
| Covestor Ltd | 13,385 | $78.0K | 0.05% | −6,862−33.9% | Reduced |
| Harvest Portfolios Group Inc. | 13,400 | $78.8K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 13,459 | $80.3K | 0.00% | −10,524−43.9% | Reduced |
| Cerity Partners LLC | 13,787 | $80.8K | 0.00% | +154+1.1% | Added |
| Pathstone Holdings, LLC | 14,364 | $84.2K | 0.00% | −658−4.4% | Reduced |
| Belpointe Asset Management LLC | 14,435 | $84.6K | 0.01% | −400−2.7% | Reduced |
| ADAR1 Capital Management, LLC | 15,000 | $87.9K | 0.02% | −22,000−59.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 15,000 | $87.9K | 0.00% | −5,800−27.9% | Reduced |
| Southeast Asset Advisors Inc. | 15,000 | $87.9K | 0.01% | +15,000 | New |
| Equitable Holdings, Inc. | 15,082 | $88.4K | 0.00% | +10.0% | Added |
| Private Advisor Group, LLC | 15,568 | $91.2K | 0.00% | +15,568 | New |
| West Family Investments, Inc. | 16,276 | $95.4K | 0.03% | 00.0% | Unchanged |
| ERn Financial, LLC | 16,320 | $95.6K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 17,191 | $101.0K | 0.01% | −31,913−65.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,400 | $104.1K | 0.00% | −10,500−37.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,910 | $110.8K | 0.00% | −18,751−49.8% | Reduced |
| Gilman Hill Asset Management, LLC | 19,750 | $115.7K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 19,760 | $115.8K | 0.00% | +3,760+23.5% | Added |
| Kepos Capital LP | 21,062 | $123.0K | 0.05% | −1,634−7.2% | Reduced |
| Veriti Management LLC | 21,277 | $124.7K | 0.01% | −946−4.3% | Reduced |
| Intrua Financial, LLC | 21,988 | $128.8K | 0.02% | −837−3.7% | Reduced |
| Prelude Capital Management, LLC | 22,587 | $132.4K | 0.01% | +22,587 | New |
| PFG Investments, LLC | 23,169 | $135.8K | 0.01% | −40,202−63.4% | Reduced |
| DGS Capital Management, LLC | 23,734 | $139.1K | 0.04% | −2,974−11.1% | Reduced |
| Russell Investments Group, Ltd. | 23,571 | $139.3K | 0.00% | +2,615+12.5% | Added |
| Atria Wealth Solutions, Inc. | 23,924 | $140.2K | 0.00% | +23,924 | New |
| Headlands Technologies LLC | 24,042 | $140.9K | 0.01% | +24,042 | New |
| National Asset Management, Inc. | 24,107 | $143.9K | 0.00% | +24,107 | New |
| Icapital Wealth LLC | 26,086 | $152.9K | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 26,293 | $154.1K | 0.01% | −2,355−8.2% | Reduced |
| Mariner, LLC | 26,865 | $157.5K | 0.00% | −7,575−22.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 26,900 | $157.6K | 0.01% | +15,764+141.6% | Added |
| Ingalls & Snyder LLC | 28,250 | $166.0K | 0.01% | −1,400−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 28,704 | $179.1K | 0.01% | +5,863+25.7% | Added |
| Vident Advisory, LLC | 30,699 | $180.3K | 0.00% | +2,750+9.8% | Added |
| Bank of Nova Scotia Trust Co | 33,050 | $193.7K | 0.02% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 33,247 | $194.8K | 0.01% | +400+1.2% | Added |
| Cidel Asset Management Inc | 33,606 | $197.5K | 0.02% | −1,578−4.5% | Reduced |