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 2024
Institutional positions in Algonquin Power & Utilities Corp. as of Sep 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
- 238
- −18 vs. Q2 2024
- Shares held
- 411.8M
- +10.4M (+2.6%) vs. Q2 2024
- Total value
- $2.25B
- −$109.8M (−4.6%) vs. Q2 2024
- New holders
- 36
- 89 more added
- Sold out
- 54
- 85 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Algonquin Power & Utilities Corp.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $6 | 0.00% | −3−75.0% | Reduced |
| Center for Financial Planning, Inc. | 2 | $11 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $50 | 0.00% | −17−65.4% | Reduced |
| Cornerstone Planning Group LLC | 83 | $402 | 0.00% | −384−82.2% | Reduced |
| First Horizon Advisors, Inc. | 83 | $452 | 0.00% | +83 | New |
| Smartleaf Asset Management LLC | 119 | $658 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 157 | $856 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 325 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 196 | $1.07K | 0.00% | +196 | New |
| Rhumbline Advisers | 205 | $1.12K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $1.64K | 0.00% | −1,042−77.6% | Reduced |
| SJS Investment Consulting Inc. | 400 | $2.18K | 0.00% | +400 | New |
| Bell Investment Advisors, Inc | 407 | $2.22K | 0.00% | −106−20.7% | Reduced |
| Umb Bank N A | 478 | $2.60K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 897 | $4.00K | 0.00% | +897 | New |
| North Star Investment Management Corp. | 900 | $4.91K | 0.00% | +800+800.0% | Added |
| Hilltop National Bank | 968 | $5.28K | 0.00% | −1−0.1% | Reduced |
| Headlands Technologies LLC | 977 | $5.33K | 0.00% | −23,065−95.9% | Reduced |
| Farther Finance Advisors, LLC | 1,160 | $6.32K | 0.00% | +327+39.3% | Added |
| CWM, LLC | 1,666 | $9.00K | 0.00% | −382−18.7% | Reduced |
| Bryn Mawr Trust Co | 1,677 | $9.14K | 0.00% | +1,677 | New |
| Citadel Advisors LLC | 1,917 | $10.4K | 0.00% | −230,494−99.2% | Reduced |
| Founders Capital Management | 2,000 | $10.9K | 0.01% | −600−23.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,055 | $12.0K | 0.00% | +903+78.4% | Added |
| Jones Financial Companies LLLP | 2,397 | $13.3K | 0.00% | +2,397 | New |
| Steward Partners Investment Advisory, LLC | 2,608 | $14.2K | 0.00% | −5,055−66.0% | Reduced |
| Proequities, Inc. | 2,675 | $14.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,841 | $15.5K | 0.00% | −1,878−39.8% | Reduced |
| Parallel Advisors, LLC | 3,261 | $17.8K | 0.00% | −1,785−35.4% | Reduced |
| NBC Securities, Inc. | 4,689 | $25.0K | 0.00% | −1,620−25.7% | Reduced |
| Pacifica Partners Inc. | 6,029 | $33.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 6,810 | $37.1K | 0.00% | +6,171+965.7% | Added |
| Leonteq Securities AG | 5,088 | $37.6K | 0.00% | +5,088 | New |
| Bessemer Group Inc | 7,000 | $38.0K | 0.00% | +7,000 | New |
| US Bancorp | 7,496 | $40.9K | 0.00% | −5,407−41.9% | Reduced |
| Advisor Group Holdings, Inc. | 8,712 | $47.6K | 0.00% | +409+4.9% | Added |
| Tacita Capital Inc | 8,750 | $47.9K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 10,000 | $54.5K | 0.01% | +10,000 | New |
| Central Pacific Bank - Trust Division | 10,000 | $54.5K | 0.01% | +10,000 | New |
| Verity & Verity, LLC | 10,006 | $54.5K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,128 | $55.2K | 0.01% | −313−3.0% | Reduced |
| Cerity Partners LLC | 10,345 | $56.4K | 0.00% | −3,442−25.0% | Reduced |
| Capstone Investment Advisors, LLC | 10,690 | $58.4K | 0.00% | +10,690 | New |
| Walleye Capital LLC | 10,818 | $59.0K | 0.00% | +10,818 | New |
| Davis-Rea Ltd. | 10,929 | $60.5K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,229 | $61.2K | 0.00% | +11,229 | New |
| EverSource Wealth Advisors, LLC | 11,501 | $62.7K | 0.00% | −17,203−59.9% | Reduced |
| Pathstone Holdings, LLC | 11,801 | $64.3K | 0.00% | −2,563−17.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 12,000 | $65.4K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 12,000 | $65.4K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 12,495 | $68.3K | 0.00% | +257+2.1% | Added |
| Tokio Marine Asset Management Co Ltd | 12,600 | $68.7K | 0.00% | −2,400−16.0% | Reduced |
| FMR LLC | 13,184 | $72.0K | 0.00% | −28,448−68.3% | Reduced |
| PFG Investments, LLC | 13,226 | $72.1K | 0.00% | −9,943−42.9% | Reduced |
| Raymond James Trust N.A. | 13,343 | $72.7K | 0.00% | +3,343+33.4% | Added |
| Harvest Portfolios Group Inc. | 13,400 | $73.2K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 13,757 | $75.0K | 0.00% | +1,349+10.9% | Added |
| Wetherby Asset Management Inc | 14,165 | $77.2K | 0.00% | −12,128−46.1% | Reduced |
| Belpointe Asset Management LLC | 14,435 | $78.7K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 14,487 | $79.0K | 0.00% | −27,870−65.8% | Reduced |
| Prelude Capital Management, LLC | 14,604 | $79.6K | 0.01% | −7,983−35.3% | Reduced |
| Southeast Asset Advisors Inc. | 15,000 | $81.8K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 15,084 | $82.2K | 0.00% | +20.0% | Added |
| West Family Investments, Inc. | 16,383 | $89.3K | 0.03% | +107+0.7% | Added |
| Stephens Inc | 17,008 | $92.7K | 0.00% | −2,752−13.9% | Reduced |
| Veriti Management LLC | 17,371 | $94.7K | 0.01% | −3,906−18.4% | Reduced |
| Fiera Capital Corp | 17,569 | $96.1K | 0.00% | +17,569 | New |
| Private Advisor Group, LLC | 17,769 | $96.8K | 0.00% | +2,201+14.1% | Added |
| D. E. Shaw & Co., Inc. | 17,900 | $97.8K | 0.00% | −460,658−96.3% | Reduced |
| National Asset Management, Inc. | 19,245 | $103.9K | 0.00% | −4,862−20.2% | Reduced |
| Baird Financial Group, Inc. | 19,154 | $104.4K | 0.00% | −332,005−94.5% | Reduced |
| Intrua Financial, LLC | 20,162 | $109.9K | 0.02% | −1,826−8.3% | Reduced |
| BFSG, LLC | 21,830 | $119.0K | 0.01% | +21,830 | New |
| Kepos Capital LP | 22,856 | $122.0K | 0.05% | +1,794+8.5% | Added |
| Squarepoint Ops LLC | 23,234 | $126.6K | 0.00% | −33,339−58.9% | Reduced |
| Everstar Asset Management, LLC | 23,254 | $126.7K | 0.09% | +23,254 | New |
| Johnson Investment Counsel Inc | 24,000 | $130.8K | 0.00% | +24,000 | New |
| Mariner, LLC | 24,317 | $133.1K | 0.00% | −2,548−9.5% | Reduced |
| Simplex Trading, LLC | 25,532 | $139.0K | 0.00% | +25,532 | New |
| Raymond James Financial Services Advisors, Inc. | 25,898 | $141.1K | 0.00% | +6,988+37.0% | Added |
| Icapital Wealth LLC | 26,086 | $142.2K | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 27,610 | $150.8K | 0.00% | +3,686+15.4% | Added |
| Ingalls & Snyder LLC | 28,050 | $153.0K | 0.01% | −200−0.7% | Reduced |
| AXA S.A. | 32,404 | $176.6K | 0.00% | −1,702−5.0% | Reduced |
| Value Partners Investments Inc. | 32,809 | $179.6K | 0.01% | −3,348−9.3% | Reduced |
| Bank of Nova Scotia Trust Co | 33,050 | $180.1K | 0.02% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 34,047 | $185.6K | 0.00% | +800+2.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 34,200 | $186.0K | 0.15% | +34,200 | New |
| Signaturefd, LLC | 35,781 | $195.0K | 0.00% | −16,378−31.4% | Reduced |
| CastleKnight Management LP | 37,000 | $201.7K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 38,621 | $210.5K | 0.00% | −10,733−21.7% | Reduced |
| Consolidated Portfolio Review Corp | 38,963 | $212.3K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 39,897 | $217.4K | 0.02% | +28,751+257.9% | Added |
| Diametric Capital, LP | 40,000 | $218.0K | 0.11% | −22,022−35.5% | Reduced |
| Shell Asset Management Co | 40,000 | $219.0K | 0.01% | +40,000 | New |
| Phoenix Holdings Ltd. | 40,648 | $222.0K | 0.00% | +5,680+16.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 40,759 | $223.0K | 0.00% | −2,886−6.6% | Reduced |
| Tower Research Capital LLC (TRC) | 41,457 | $225.9K | 0.01% | +38,766+1,440.6% | Added |