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 2024
Institutional positions in Algonquin Power & Utilities Corp. as of Dec 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
- 224
- −9 vs. Q3 2024
- Shares held
- 426.4M
- +15.4M (+3.8%) vs. Q3 2024
- Total value
- $1.90B
- −$350.6M (−15.6%) vs. Q3 2024
- New holders
- 37
- 80 more added
- Sold out
- 46
- 82 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Algonquin Power & Utilities Corp.; share changes are against Q3 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 | $4 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2 | $9 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11 | $49 | 0.00% | −4,678−99.8% | Reduced |
| First Horizon Advisors, Inc. | 83 | $369 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 122 | $543 | 0.00% | −74−37.8% | Reduced |
| Sierra Ocean, LLC | 187 | $832 | 0.00% | +187 | New |
| Grayhawk Investment Strategies Inc. | 202 | $896 | 0.00% | +202 | New |
| Rhumbline Advisers | 205 | $912 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 325 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 225 | $1.00K | 0.00% | +225 | New |
| Skopos Labs, Inc. | 225 | $1.00K | 0.00% | +225 | New |
| Bell Investment Advisors, Inc | 250 | $1.11K | 0.00% | −157−38.6% | Reduced |
| Salem Investment Counselors Inc | 290 | $1.31K | 0.00% | +290 | New |
| Cornerstone Planning Group LLC | 361 | $1.65K | 0.00% | +278+334.9% | Added |
| SJS Investment Consulting Inc. | 400 | $1.78K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 511 | $2.27K | 0.00% | +511 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 536 | $2.38K | 0.00% | +536 | New |
| UMA Financial Services, Inc. | 619 | $2.75K | 0.00% | +619 | New |
| Northwestern Mutual Wealth Management Co | 800 | $3.56K | 0.00% | +800 | New |
| MAI Capital Management | 1,015 | $4.52K | 0.00% | +1,015 | New |
| Parallel Advisors, LLC | 1,023 | $4.55K | 0.00% | −2,238−68.6% | Reduced |
| CWM, LLC | 1,175 | $5.00K | 0.00% | −491−29.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,310 | $5.83K | 0.00% | −10,191−88.6% | Reduced |
| Hilltop National Bank | 1,500 | $6.67K | 0.00% | +532+55.0% | Added |
| Millstone Evans Group, LLC | 1,530 | $6.81K | 0.00% | +1,530 | New |
| Steward Partners Investment Advisory, LLC | 1,538 | $6.84K | 0.00% | −1,070−41.0% | Reduced |
| North Star Investment Management Corp. | 1,800 | $8.01K | 0.00% | +900+100.0% | Added |
| Citadel Advisors LLC | 1,917 | $8.53K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2,000 | $8.90K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,577 | $11.5K | 0.00% | +180+7.5% | Added |
| US Bancorp | 2,631 | $11.7K | 0.00% | −4,865−64.9% | Reduced |
| Proequities, Inc. | 2,675 | $11.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,736 | $12.2K | 0.00% | −105−3.7% | Reduced |
| Bryn Mawr Trust Co | 3,029 | $13.5K | 0.00% | +1,352+80.6% | Added |
| FMR LLC | 3,163 | $14.0K | 0.00% | −10,021−76.0% | Reduced |
| Central Pacific Bank - Trust Division | 5,000 | $22.3K | 0.00% | −5,000−50.0% | Reduced |
| Pacifica Partners Inc. | 4,950 | $22.4K | 0.01% | −1,079−17.9% | Reduced |
| SBI Securities Co., Ltd. | 5,271 | $23.5K | 0.00% | +5,271 | New |
| Tacita Capital Inc | 6,750 | $29.9K | 0.02% | −2,000−22.9% | Reduced |
| Advisor Group Holdings, Inc. | 9,861 | $43.8K | 0.00% | +1,149+13.2% | Added |
| Swiss Life Asset Management Ltd | 10,659 | $47.2K | 0.00% | +10,659 | New |
| Davis-Rea Ltd. | 10,929 | $49.1K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 11,036 | $49.1K | 0.00% | +11,036 | New |
| Bank of New York Mellon Corp | 12,736 | $56.7K | 0.00% | −25,885−67.0% | Reduced |
| Prelude Capital Management, LLC | 12,821 | $57.1K | 0.00% | −1,783−12.2% | Reduced |
| Avantax Advisory Services, Inc. | 12,952 | $57.6K | 0.00% | +12,952 | New |
| PFG Investments, LLC | 13,229 | $58.9K | 0.00% | +30.0% | Added |
| Harvest Portfolios Group Inc. | 13,400 | $59.5K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 13,468 | $59.9K | 0.00% | −289−2.1% | Reduced |
| 1832 Asset Management L.P. | 14,130 | $62.9K | 0.00% | −6,182,414−99.8% | Reduced |
| Ballentine Partners, LLC | 14,150 | $63.0K | 0.00% | +14,150 | New |
| Simplex Trading, LLC | 14,508 | $64.0K | 0.00% | −11,024−43.2% | Reduced |
| Southeast Asset Advisors Inc. | 15,000 | $66.8K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 15,005 | $66.8K | 0.00% | −2,003−11.8% | Reduced |
| Private Advisor Group, LLC | 15,974 | $71.1K | 0.00% | −1,795−10.1% | Reduced |
| Mariner, LLC | 16,653 | $74.1K | 0.00% | −7,664−31.5% | Reduced |
| Spire Wealth Management | 17,000 | $75.7K | 0.00% | +10,190+149.6% | Added |
| Capstone Investment Advisors, LLC | 17,060 | $75.7K | 0.00% | +6,370+59.6% | Added |
| Equitable Holdings, Inc. | 17,065 | $75.9K | 0.00% | +1,981+13.1% | Added |
| Intrua Financial, LLC | 17,141 | $76.3K | 0.01% | −3,021−15.0% | Reduced |
| Belpointe Asset Management LLC | 14,435 | $78.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17,555 | $78.1K | 0.01% | +5,060+40.5% | Added |
| Integrity Alliance, LLC. | 17,576 | $78.2K | 0.01% | +17,576 | New |
| Tower Research Capital LLC (TRC) | 17,834 | $79.4K | 0.00% | −23,623−57.0% | Reduced |
| Fiera Capital Corp | 18,237 | $80.9K | 0.00% | +668+3.8% | Added |
| National Asset Management, Inc. | 18,410 | $83.1K | 0.00% | −835−4.3% | Reduced |
| Triasima Portfolio Management inc. | 19,700 | $87.4K | 0.02% | −519,000−96.3% | Reduced |
| Duncan Williams Asset Management, LLC | 19,800 | $88.1K | 0.03% | +19,800 | New |
| Amundi | 19,823 | $88.6K | 0.00% | −25,675−56.4% | Reduced |
| Value Partners Investments Inc. | 20,073 | $89.0K | 0.05% | −12,736−38.8% | Reduced |
| Ingalls & Snyder LLC | 22,150 | $98.0K | 0.00% | −5,900−21.0% | Reduced |
| John G Ullman & Associates Inc | 23,000 | $102.3K | 0.02% | −215,229−90.3% | Reduced |
| Natural Investments, LLC | 23,954 | $106.0K | 0.03% | +23,954 | New |
| Kingswood Wealth Advisors, LLC | 23,855 | $106.2K | 0.01% | +23,855 | New |
| XTX Topco Ltd | 26,110 | $116.2K | 0.01% | −24,109−48.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,361 | $117.0K | 0.00% | −14,398−35.3% | Reduced |
| Wolverine Trading, LLC | 27,847 | $124.8K | 0.00% | +27,847 | New |
| Bank of Nova Scotia Trust Co | 28,350 | $126.2K | 0.01% | −4,700−14.2% | Reduced |
| Investment Management Corp of Ontario | 29,947 | $133.3K | 0.00% | −4,100−12.0% | Reduced |
| Post Resch Tallon Group Inc. | 31,000 | $140.7K | 0.14% | +31,000 | New |
| CastleKnight Management LP | 37,000 | $164.7K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 37,923 | $168.8K | 0.11% | −2,077−5.2% | Reduced |
| Phoenix Holdings Ltd. | 38,785 | $172.6K | 0.00% | −1,863−4.6% | Reduced |
| Consolidated Portfolio Review Corp | 38,963 | $173.4K | 0.03% | 00.0% | Unchanged |
| Shell Asset Management Co | 40,000 | $177.0K | 0.01% | 00.0% | Unchanged |
| ADAR1 Capital Management, LLC | 40,000 | $178.0K | 0.04% | −40,000−50.0% | Reduced |
| Johnson Investment Counsel Inc | 40,000 | $178.0K | 0.00% | +16,000+66.7% | Added |
| Signaturefd, LLC | 42,383 | $188.6K | 0.00% | +6,602+18.5% | Added |
| BFSG, LLC | 48,530 | $216.0K | 0.03% | +26,700+122.3% | Added |
| GatePass Capital, LLC | 49,000 | $218.1K | 0.24% | +49,000 | New |
| Northwest & Ethical Investments L.P. | 50,251 | $222.6K | 0.01% | +3,096+6.6% | Added |
| Crossmark Global Holdings, Inc. | 52,329 | $233.0K | 0.00% | +1,300+2.5% | Added |
| JustInvest LLC | 54,458 | $242.3K | 0.00% | −16,278−23.0% | Reduced |
| Aigen Investment Management, LP | 58,931 | $261.6K | 0.05% | +58,931 | New |
| Congress Wealth Management LLC | 60,315 | $268.4K | 0.00% | −73,159−54.8% | Reduced |
| Creative Planning | 64,364 | $286.4K | 0.00% | +973+1.5% | Added |
| Deutsche Bank AG | 65,597 | $291.9K | 0.00% | +22,135+50.9% | Added |
| Public Sector Pension Investment Board | 72,471 | $321.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 73,040 | $325.0K | 0.00% | +49,806+214.4% | Added |