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Disclosery

AQN ALGONQUIN POWER & UTILITIES

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Stock (common), issuer CIK 1174169

217 managers (224 13F filers) reported a position in AQN shares at 2024-12-31, 426,436,545 shares in all. 26 filers opened a position and 46 filers sold out during the quarter.

Managers
217
13F filers
224
New
26
Added
80
Reduced
82
Sold out
46
Shares held by filers
426,436,545

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SJS Investment Consulting Inc.400$1.78K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC361$1.65K<0.01%+27813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC290$1.31K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bell Investment Advisors, Inc250$1.11K<0.01%-15713F-HRTimeline
Brooklyn Investment Group225$1K<0.01%new13F-HRTimeline
CVA Family Office, LLC225$1K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC325$1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…15$1K<0.01%013F-HRTimelineGroup
RHUMBLINE ADVISERS205$912<0.01%013F-HR/ATimeline
Grayhawk Investment Strategies Inc.202$896<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC187$832<0.01%13F-HRTimeline
Hexagon Capital Partners LLC122$543<0.01%-7413F-HRTimeline
First Horizon Advisors, Inc.83$369<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.11$49<0.01%-4,67813F-HRTimeline
Center for Financial Planning, Inc.2$9<0.01%013F-HRTimeline
Bogart Wealth, LLC1$4<0.01%013F-HRTimeline
Roble, Belko & Company, Inc60$00%013F-HRTimelineValue filed as zero, left out of ratios.

Events

  • EdgePoint Investment Group Inc. reported 15,507,235 AQN shares, 2.01% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-08. 0001172661-26-004448

    Accepted , ingested