Institutional Ownership Algonquin Power & Utilities Corp. (AQN)
This table provides information about the institutional ownership of Algonquin Power & Utilities Corp. (AQN). We have compiled data on the 282 institutions that hold shares in the stock, with a total of 513 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
619
shares
|
$3,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
529
shares
|
$3,211
0.0% of portfolio
|
Q3 2025
Added 20.78%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
439
shares
|
$2,664
0.0% of portfolio
|
Q3 2025
Reduced 56.75%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
400
shares
|
$2,428
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
392
shares
|
$2,379
0.0% of portfolio
|
Q1 2025
Added 56.8%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
367
shares
|
$2,227
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
325
shares
|
$1,972
0.0% of portfolio
|
Q1 2023
Reduced 4.41%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
315
shares
|
$1,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
205
shares
|
$1,244
0.0% of portfolio
|
Q1 2024
Reduced 62.32%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
202
shares
|
$1,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
157
shares
|
$952
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
127
shares
|
$770
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
118
shares
|
$716
0.0% of portfolio
|
Q3 2025
Reduced 41.58%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
87
shares
|
$528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
83
shares
|
$503
0.0% of portfolio
|
Q3 2025
Reduced 81.31%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
60
shares
|
$364
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
21
shares
|
$127
0.0% of portfolio
|
Q4 2025
Reduced 99.03%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
15
shares
|
$91
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
15
shares
|
$91
0.0% of portfolio
|
Q3 2025
Reduced 46.43%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14
shares
|
$84
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
8
shares
|
$48
0.0% of portfolio
|
Q3 2025
Reduced 99.87%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3
shares
|
$18
0.0% of portfolio
|
Q3 2025
Reduced 98.84%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
2
shares
|
$12
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1
shares
|
$6
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|