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 272 institutions that hold shares in the stock, with a total of 459 Million shares, which have been reported (via 13F filing form) to have a value of $2.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
619
shares
|
$3,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
558
shares
|
$3,230
0.0% of portfolio
|
Q1 2025
Reduced 98.12%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
534
shares
|
$3,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
496
shares
|
$2,871
0.0% of portfolio
|
Q1 2025
Reduced 95.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
480
shares
|
$2,779
0.0% of portfolio
|
Q1 2025
Reduced 63.36%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
478
shares
|
$2,767
0.0% of portfolio
|
Q1 2025
Added 112.44%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
400
shares
|
$2,316
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
392
shares
|
$2,269
0.0% of portfolio
|
Q1 2025
Added 56.8%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
361
shares
|
$2,090
0.0% of portfolio
|
Q4 2024
Added 334.94%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
333
shares
|
$1,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
325
shares
|
$1,881
0.0% of portfolio
|
Q1 2023
Reduced 4.41%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
290
shares
|
$1,679
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
225
shares
|
$1,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
216
shares
|
$1,250
0.0% of portfolio
|
Q1 2025
Added 77.05%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
205
shares
|
$1,186
0.0% of portfolio
|
Q1 2024
Reduced 62.32%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
202
shares
|
$1,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
187
shares
|
$1,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
175
shares
|
$1,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
157
shares
|
$909
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
127
shares
|
$735
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
84
shares
|
$486
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
60
shares
|
$347
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
23
shares
|
$133
0.0% of portfolio
|
Q1 2025
Reduced 97.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
15
shares
|
$86
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
15
shares
|
$86
0.0% of portfolio
|
Q3 2024
New holding
|