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 2025
Institutional positions in Algonquin Power & Utilities Corp. as of Mar 31, 2025. 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
- 232
- +10 vs. Q4 2024
- Shares held
- 459.5M
- +36.0M (+8.5%) vs. Q4 2024
- Total value
- $2.36B
- +$480.5M (+25.5%) vs. Q4 2024
- New holders
- 32
- 94 more added
- Sold out
- 22
- 70 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Algonquin Power & Utilities Corp.; share changes are against Q4 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 |
| Center for Financial Planning, Inc. | 2 | $11 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $78 | 0.00% | +15 | New |
| Northwestern Mutual Wealth Management Co | 23 | $118 | 0.00% | −777−97.1% | Reduced |
| First Horizon Advisors, Inc. | 84 | $433 | 0.00% | +1+1.2% | Added |
| Coldstream Capital Management Inc | 175 | $900 | 0.00% | +175 | New |
| Sierra Ocean, LLC | 187 | $961 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 325 | $1.00K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 202 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 205 | $1.05K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 216 | $1.11K | 0.00% | +94+77.0% | Added |
| CVA Family Office, LLC | 225 | $1.16K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 290 | $1.51K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 333 | $1.71K | 0.00% | +333 | New |
| Cornerstone Planning Group LLC | 361 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 392 | $2.02K | 0.00% | +142+56.8% | Added |
| SJS Investment Consulting Inc. | 400 | $2.06K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 478 | $2.46K | 0.00% | +253+112.4% | Added |
| EverSource Wealth Advisors, LLC | 480 | $2.47K | 0.00% | −830−63.4% | Reduced |
| Boston Private Wealth LLC | 496 | $2.55K | 0.00% | −10,540−95.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 543 | $2.79K | 0.00% | +7+1.3% | Added |
| Allworth Financial LP | 534 | $2.83K | 0.00% | +534 | New |
| Jones Financial Companies LLLP | 558 | $2.90K | 0.00% | −2,019−78.3% | Reduced |
| UMA Financial Services, Inc. | 619 | $3.18K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 719 | $3.70K | 0.00% | +719 | New |
| MAI Capital Management | 1,015 | $5.22K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,430 | $7.35K | 0.00% | +407+39.8% | Added |
| Consultiva Wealth Management, Corp. | 1,000 | $7.39K | 0.03% | +1,000 | New |
| Millstone Evans Group, LLC | 1,530 | $7.86K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,561 | $8.02K | 0.00% | +23+1.5% | Added |
| North Star Investment Management Corp. | 1,800 | $9.25K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,868 | $10.0K | 0.00% | +693+59.0% | Added |
| Founders Capital Management | 2,000 | $10.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,029 | $15.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,109 | $16.0K | 0.00% | −54−1.7% | Reduced |
| Lindbrook Capital, LLC | 3,275 | $16.8K | 0.00% | +539+19.7% | Added |
| Wealth Preservation Advisors, LLC | 3,638 | $18.7K | 0.01% | +3,638 | New |
| US Bancorp | 4,887 | $25.1K | 0.00% | +2,256+85.7% | Added |
| Pacifica Partners Inc. | 4,950 | $25.2K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,000 | $25.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6,119 | $31.5K | 0.02% | +6,119 | New |
| SBI Securities Co., Ltd. | 6,385 | $32.8K | 0.00% | +1,114+21.1% | Added |
| Tacita Capital Inc | 6,750 | $34.7K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,336 | $42.9K | 0.00% | −1,525−15.5% | Reduced |
| Atria Wealth Solutions, Inc. | 10,000 | $51.4K | 0.00% | +10,000 | New |
| Optiver Holding B.V. | 10,870 | $55.9K | 0.00% | +10,870 | New |
| Swiss Life Asset Management Ltd | 11,355 | $58.3K | 0.00% | +696+6.5% | Added |
| Sowell Financial Services LLC | 11,413 | $58.7K | 0.00% | +11,413 | New |
| Oakwell Private Wealth Management, LLC | 12,250 | $63.0K | 0.02% | +12,250 | New |
| NBC Securities, Inc. | 12,298 | $63.0K | 0.01% | +12,287+111,700.0% | Added |
| Davis-Rea Ltd. | 12,264 | $63.7K | 0.02% | +1,335+12.2% | Added |
| PFG Investments, LLC | 13,020 | $66.9K | 0.00% | −209−1.6% | Reduced |
| Harvest Portfolios Group Inc. | 13,400 | $68.8K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 13,486 | $69.3K | 0.00% | +18+0.1% | Added |
| Avantax Advisory Services, Inc. | 13,699 | $70.4K | 0.00% | +747+5.8% | Added |
| Fiera Capital Corp | 13,809 | $71.0K | 0.00% | −4,428−24.3% | Reduced |
| Intrua Financial, LLC | 14,482 | $74.4K | 0.01% | −2,659−15.5% | Reduced |
| Bank of New York Mellon Corp | 14,809 | $76.1K | 0.00% | +2,073+16.3% | Added |
| Southeast Asset Advisors Inc. | 15,000 | $77.1K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 15,005 | $77.1K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 15,590 | $80.1K | 0.00% | −1,986−11.3% | Reduced |
| National Asset Management, Inc. | 15,770 | $81.1K | 0.00% | −2,640−14.3% | Reduced |
| Private Advisor Group, LLC | 15,974 | $82.1K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 17,066 | $87.7K | 0.00% | +10.0% | Added |
| Spire Wealth Management | 17,200 | $88.4K | 0.00% | +200+1.2% | Added |
| Leonteq Securities AG | 12,543 | $92.7K | 0.01% | +12,543 | New |
| Amundi | 18,232 | $93.0K | 0.00% | −1,591−8.0% | Reduced |
| Evergreen Capital Management LLC | 17,897 | $93.2K | 0.00% | +17,897 | New |
| Marshall Wace, LLP | 18,770 | $96.5K | 0.00% | +18,770 | New |
| Prelude Capital Management, LLC | 19,171 | $98.5K | 0.01% | +6,350+49.5% | Added |
| Duncan Williams Asset Management, LLC | 19,800 | $101.8K | 0.04% | 00.0% | Unchanged |
| ADAR1 Capital Management, LLC | 20,000 | $102.8K | 0.02% | −20,000−50.0% | Reduced |
| Ballentine Partners, LLC | 21,242 | $109.2K | 0.00% | +7,092+50.1% | Added |
| Kingswood Wealth Advisors, LLC | 22,367 | $115.0K | 0.01% | −1,488−6.2% | Reduced |
| Mariner, LLC | 22,390 | $115.1K | 0.00% | +5,737+34.5% | Added |
| Natural Investments, LLC | 23,954 | $123.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 24,334 | $125.0K | 0.01% | +24,334 | New |
| Bank of Nova Scotia Trust Co | 24,500 | $125.9K | 0.01% | −3,850−13.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,232 | $130.0K | 0.00% | −1,129−4.3% | Reduced |
| Simplex Trading, LLC | 25,408 | $130.0K | 0.00% | +10,900+75.1% | Added |
| Ingalls & Snyder LLC | 28,350 | $146.0K | 0.00% | +6,200+28.0% | Added |
| SG Americas Securities, LLC | 29,840 | $153.0K | 0.00% | +29,840 | New |
| Post Resch Tallon Group Inc. | 31,000 | $158.3K | 0.16% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 33,400 | $171.0K | 0.14% | −55,000−62.2% | Reduced |
| Tower Research Capital LLC (TRC) | 33,361 | $171.5K | 0.01% | +15,527+87.1% | Added |
| Quadrant Capital Group LLC | 35,443 | $182.2K | 0.01% | +17,888+101.9% | Added |
| CastleKnight Management LP | 37,000 | $190.2K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 37,600 | $193.0K | 0.01% | −2,400−6.0% | Reduced |
| Value Partners Investments Inc. | 37,963 | $195.1K | 0.02% | +17,890+89.1% | Added |
| Phoenix Holdings Ltd. | 38,259 | $197.6K | 0.00% | −526−1.4% | Reduced |
| Consolidated Portfolio Review Corp | 38,963 | $200.3K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 40,000 | $205.6K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 38,834 | $212.0K | 0.01% | +38,834 | New |
| John G Ullman & Associates Inc | 43,100 | $221.5K | 0.03% | +20,100+87.4% | Added |
| HRT Financial LP | 44,830 | $230.0K | 0.00% | +44,830 | New |
| Signaturefd, LLC | 48,586 | $249.7K | 0.00% | +6,203+14.6% | Added |
| Investment Management Corp of Ontario | 49,147 | $252.6K | 0.01% | +19,200+64.1% | Added |
| BFSG, LLC | 49,610 | $255.0K | 0.03% | +1,080+2.2% | Added |
| Congress Wealth Management LLC | 50,725 | $260.7K | 0.00% | −9,590−15.9% | Reduced |