Algonquin Power & UtilitiesAQN
13F holders, Q2 2024 (June 30)258holders +23
51new positions
27sold out
6famous investors
$5.88avg. 13F price*
At the end of Q2 2024, 258 institutions reported holding Algonquin Power & Utilities (AQN) in their 13F filings, up 23 from Q1 2024. 51 opened new positions and 27 sold out. The largest holders were Starboard Value ($364.1M), Royal Bank of Canada ($169.4M) and Vanguard Group Inc. ($158.5M). 6 famous investors held it, including Jeff Smith (8.5% of Starboard Value's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Algonquin Power & Utilities
- CUSIP
- 015857105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $99.7M |
| Exits | 27 | $22.4M |
All 13F filers, Q1 2024 → Q2 2024: 70,589,219 shares bought and 37,274,233 shares sold, net +33,314,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| Starboard Value | 8.49% | No change | 62,141,000 | $364.1M |
| Royal Bank of Canada | 0.04% | Add +53.4% | 28,912,985 | $169.4M |
| Vanguard Group Inc. | 0.00% | Add +3.0% | 27,044,690 | $158.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +25.9% | 20,821,189 | $122.0M |
| Bank of Montreal | 0.04% | Reduce -1.1% | 19,692,730 | $116.5M |
| EdgePoint Investment Group Inc. | 0.81% | Reduce -0.1% | 16,357,345 | $96.1M |
| Bank of Nova Scotia | 0.15% | Add +19.3% | 12,461,051 | $73.2M |
| Toronto Dominion Bank | 0.11% | Reduce -11.9% | 11,250,552 | $65.9M |
| FIL Ltd | 0.06% | Reduce -50.4% | 11,005,253 | $64.7M |
| National Bank of Canada | 0.10% | Add +3.4% | 10,565,940 | $61.8M |
| Federation des caisses Desjardins du Quebec | 0.30% | Add +95.8% | 9,584,274 | $56.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.32% | Add +156.0% | 8,905,059 | $52.3M |
| Cibc World Market Inc. | 0.12% | Add +6.2% | 8,376,672 | $49.3M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +320.6% | 7,273,228 | $42.6M |
| Legal & General Group Plc | 0.01% | Reduce -0.9% | 6,964,609 | $40.9M |
| Bank of America Corp. | 0.00% | Add +16.1% | 6,015,997 | $35.3M |
| Point72 Asset Management | 0.12% | Add +31.2% | 5,956,389 | $35.0M |
| Intact Investment Management Inc. | 1.23% | Add +5.8% | 5,593,219 | $32.9M |
| Norges Bank | 0.00% | Add +25.9% | 5,584,552 | $32.8M |
| First Trust Advisors LP | 0.03% | Add +3.8% | 5,577,134 | $32.7M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | New | 5,300,000 | $31.1M |
| Alberta Investment Management Corp | 0.30% | Add +20.8% | 4,662,532 | $27.3M |
| Davidson Kempner Capital Management LP | 0.63% | Add +79.8% | 4,634,250 | $27.2M |
| Philosophy Capital Management LLC | 3.91% | Add +9.5% | 4,356,567 | $25.5M |
| Kayne Anderson Capital Advisors LP | 0.65% | Add +128.8% | 4,074,239 | $23.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.3% | 4,041,653 | $23.7M |
| BlackRock Inc. | 0.00% | Add +2.1% | 4,029,938 | $23.6M |
| TD Asset Management Inc | 0.02% | Reduce -27.9% | 3,887,976 | $22.8M |
| Sasco Capital Inc. / CT/ | 3.04% | Add +10.5% | 3,674,720 | $21.5M |
| Whitebox Advisors LLC | 2.48% | No change | 3,157,963 | $18.5M |
| Morgan Stanley | 0.00% | Add +37.7% | 2,744,850 | $16.1M |
| Crestline Management, L.P. | 1.24% | Add +56.5% | 2,705,682 | $15.9M |
| Scotia Capital Inc. | 0.09% | Add +2.2% | 2,675,298 | $15.7M |
| Troluce Capital Advisors LLC | 3.16% | Add +33.3% | 2,575,000 | $15.1M |
| Pinebridge Investments, L.P. | 0.11% | Add +37.7% | 1,726,978 | $13.9M |
| Natixis | 0.09% | Add +6.5% | 2,328,081 | $13.7M |
| State Street Corp. | 0.00% | Reduce -37.0% | 2,270,400 | $13.6M |
| Infrastructure Capital Advisors, LLC | 2.12% | New | 2,308,784 | $13.5M |
| Capital Research Global Investors | 0.00% | Add +33.0% | 2,088,973 | $12.2M |
| Canada Pension Plan Investment Board | 0.01% | No change | 2,022,837 | $11.9M |
| Charles Schwab Investment Management Inc. | 0.00% | New | 2,004,751 | $11.8M |
| HRT Financial LP | 0.06% | Add +739.8% | 1,823,967 | $10.7M |
| Balyasny Asset Management L.P. | 0.03% | Add +50.1% | 1,708,448 | $10.0M |
| TD Waterhouse Canada Inc. | 0.09% | Add +3.3% | 1,623,915 | $9.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +15.7% | 1,551,736 | $9.1M |
| UBS Group AG | 0.00% | Add +46.6% | 1,505,314 | $8.8M |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 1,461,323 | $8.6M |
| Two Sigma Investments, LP | 0.02% | Reduce -17.0% | 1,440,312 | $8.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,306,589 | $7.7M |
| Swiss National Bank | 0.01% | Add +0.4% | 1,297,600 | $7.6M |
| Geode Capital Management, LLC | 0.00% | Add +2.8% | 1,050,659 | $7.6M |
| Allianz Asset Management GmbH | 0.01% | Reduce -8.0% | 1,154,598 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -35.5% | 1,110,430 | $6.5M |
| Callodine Capital Management, LP | 1.45% | New | 1,050,000 | $6.2M |
| Corvex Management LP | 0.28% | No change | 1,011,946 | $5.9M |
| 13D Management LLC | 4.20% | Add +16.1% | 983,205 | $5.8M |
| CIBC Asset Management Inc | 0.02% | Add +7.7% | 857,887 | $5.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -57.5% | 826,740 | $4.9M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 0.39% | New | 828,000 | $4.9M |
| Onex Canada Asset Management Inc. | 0.55% | Reduce -39.2% | 785,491 | $4.8M |
| Rock Point Advisors, LLC | 1.40% | Add +69.7% | 797,539 | $4.7M |
| Alta Fundamental Advisers LLC | 1.93% | No change | 750,000 | $4.4M |
| Quantbot Technologies LP | 0.20% | Add +86.1% | 707,707 | $4.1M |
| Krilogy Financial LLC | 0.31% | Add +0.3% | 707,000 | $4.1M |
| Centiva Capital, LP | 0.19% | Add +1222.3% | 656,594 | $3.8M |
| Barclays PLC | 0.00% | Add +13.4% | 622,905 | $3.7M |
| Alpha Omega Wealth Management LLC | 0.67% | Add +1.7% | 602,525 | $3.5M |
| Franklin Resources Inc. | 0.00% | Add +3.7% | 583,706 | $3.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +19.6% | 571,415 | $3.4M |
| Meritage Portfolio Management | 0.21% | New | 569,059 | $3.3M |
| Raymond James & Associates | 0.00% | Add +21.7% | 564,789 | $3.3M |
| Triasima Portfolio Management inc. | 0.29% | New | 538,700 | $3.2M |
| Greenland Capital Management LP | 0.66% | Reduce -40.8% | 522,376 | $3.1M |
| LPL Financial LLC | 0.00% | Add +181.4% | 523,376 | $3.1M |
| Redwood Investment Management, LLC | 0.26% | Reduce -4.0% | 499,123 | $3.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -41.3% | 478,558 | $2.8M |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.4% | 472,430 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -5.3% | 455,841 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +556.7% | 436,340 | $2.6M |
| Quinn Opportunity Partners LLC | 0.29% | No change | 430,000 | $2.5M |
| ExodusPoint Capital Management, LP | 0.03% | New | 428,389 | $2.5M |
| Manning & Napier Advisors LLC | 0.03% | — | 400,000 | $2.3M |
| Mufg Securities (canada), LTD. | 0.14% | Add +101862.6% | 365,026 | $2.1M |
| Euro Pacific Asset Management, LLC | 0.42% | Add +0.7% | 363,485 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.4% | 364,230 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -10.0% | 358,709 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.9% | 351,159 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +8.7% | 347,395 | $2.0M |
| Beryl Capital Management LLC | 0.58% | New | 321,654 | $1.9M |
| HSBC Holdings PLC | 0.00% | Add +28.3% | 315,576 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.0% | 315,744 | $1.9M |
| Northern Trust Corp. | 0.00% | Reduce -8.2% | 307,041 | $1.8M |
| PDT Partners, LLC | 0.16% | Reduce -0.8% | 279,586 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -92.9% | 266,901 | $1.6M |
| USS Investment Management Ltd | 0.01% | No change | 256,200 | $1.5M |
| Man Group plc | 0.00% | New | 251,020 | $1.5M |
| Maven Securities LTD | 0.23% | Reduce -50.0% | 250,000 | $1.5M |
| Credit Agricole S A | 0.01% | Add +52.7% | 243,193 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -66.4% | 232,411 | $1.4M |
| Gabelli Funds LLC | 0.01% | Reduce -52.5% | 223,450 | $1.3M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.21% | Add +312.3% | 214,400 | $1.3M |
| Guardian Capital Advisors LP | 0.13% | Reduce -4.3% | 204,874 | $1.2M |
| American Century Companies Inc. | 0.00% | Add +173.4% | 209,546 | $1.2M |
| MYDA Advisors LLC | 0.37% | New | 205,000 | $1.2M |
| Aquatic Capital Management LLC | 0.04% | New | 200,600 | $1.2M |
| Anson Funds Management LP | 0.18% | New | 200,000 | $1.2M |
| Nebula Research & Development LLC | 0.19% | New | 196,546 | $1.2M |
| Corrado Advisors, LLC | 0.74% | Reduce -7.6% | 194,378 | $1.1M |
| Quantinno Capital Management LP | 0.02% | Reduce -28.4% | 183,417 | $1.1M |
| GAMCO Investors | 0.01% | New | 183,330 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | New | 170,994 | $1.0M |
| Hudson Bay Capital Management LP | 0.01% | Reduce -85.9% | 167,801 | $983K |
| Amundi | 0.00% | Add +12.9% | 145,957 | $876K |
| Advisors Asset Management, Inc. | 0.02% | Add +2.4% | 142,604 | $836K |
| Cetera Investment Advisers | 0.00% | Add +64.5% | 133,462 | $784K |
| O'Brien Greene & Co. Inc | 0.24% | New | 127,000 | $744K |
| Two Sigma Advisers, LP | 0.00% | Reduce -85.5% | 123,900 | $726K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -18.1% | 121,347 | $724K |
| Eagle Harbor Asset Management Inc. | 0.77% | Reduce -3.4% | 122,656 | $719K |
| Natixis Advisors, LLC | 0.00% | New | 117,565 | $689K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -0.7% | 114,090 | $665K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.0% | 108,632 | $637K |
| Hennessy Advisors Inc. | 0.02% | Add +4.1% | 108,564 | $636K |
| Alliancebernstein L.P. | 0.00% | No change | 105,590 | $619K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -20.4% | 105,182 | $618K |
| Stifel Financial Corp. | 0.00% | Add +10.4% | 101,947 | $597K |
| Formidable Asset Management, LLC | 0.09% | Reduce -12.9% | 96,720 | $567K |
| Millennium Management | 0.00% | Reduce -91.0% | 96,209 | $564K |
| PCJ Investment Counsel Ltd. | 0.23% | New | 95,700 | $561K |
| Creative Planning | 0.00% | Reduce -15.3% | 93,480 | $548K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.4% | 88,019 | $511K |
| Tidal Investments LLC | 0.01% | Reduce -10.4% | 85,226 | $499K |
| Guardian Capital LP | 0.02% | No change | 83,701 | $492K |
| CW Advisors, LLC | 0.01% | New | 77,455 | $454K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -10.3% | 77,016 | $451K |
| John G Ullman & Associates Inc. | 0.07% | Add +23.6% | 73,300 | $430K |
| LMR Partners LLP | 0.01% | No change | 65,437 | $385K |
| Public Sector Pension Investment Board | 0.00% | No change | 65,071 | $382K |
| Diametric Capital, LP | 0.20% | New | 62,022 | $363K |
| Lighthouse Investment Partners, LLC | 0.02% | Reduce -79.1% | 60,692 | $357K |
| Squarepoint Ops LLC | 0.00% | Add +100.3% | 56,573 | $332K |
| Neuberger Berman Group LLC | 0.00% | Add +3.3% | 55,215 | $324K |
| Signaturefd, LLC | 0.01% | Reduce -2.7% | 52,159 | $306K |
| Samalin Investment Counsel, LLC | 0.14% | New | 51,485 | $302K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 50,900 | $298K |
| XTX Topco Ltd | 0.03% | Add +18.1% | 50,195 | $294K |
| K.J. Harrison & Partners Inc | 0.05% | New | 50,000 | $294K |
| Bank of New York Mellon Corp | 0.00% | Reduce -26.7% | 49,354 | $289K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.7% | 43,645 | $256K |
| Nomura Holdings Inc. | 0.00% | New | 42,357 | $248K |
| Northwest & Ethical Investments L.P. | 0.01% | No change | 41,997 | $247K |
| FMR LLC | 0.00% | Reduce -99.3% | 41,632 | $245K |
| Consolidated Portfolio Review Corp | 0.05% | No change | 38,963 | $228K |
| Deutsche Bank AG | 0.00% | Add +94.3% | 38,486 | $226K |
| CastleKnight Management LP | 0.03% | New | 37,000 | $217K |
| Value Partners Investments Inc. | 0.02% | Add +97.2% | 36,157 | $212K |
| Phoenix Financial Ltd. | 0.00% | Add +1.6% | 34,968 | $209K |
| SIG North Trading, ULC | 0.05% | Reduce -57.1% | 34,447 | $202K |
| AXA S.A. | 0.00% | Reduce -4.0% | 34,106 | $200K |
| Cidel Asset Management Inc. | 0.02% | Reduce -4.5% | 33,606 | $197K |
| Investment Management Corp of Ontario | 0.01% | Add +1.2% | 33,247 | $195K |
| Bank of Nova Scotia Trust Co. | 0.02% | No change | 33,050 | $194K |
| Vident Advisory, LLC | 0.01% | Add +9.8% | 30,699 | $180K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +25.7% | 28,704 | $179K |
| Ingalls & Snyder LLC | 0.01% | Reduce -4.7% | 28,250 | $166K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +141.6% | 26,900 | $158K |
| Mariner, LLC | 0.00% | Reduce -22.0% | 26,865 | $157K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -8.2% | 26,293 | $154K |
| Pursue Wealth Partners LLC | 0.08% | No change | 26,086 | $153K |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 24,107 | $144K |
| Headlands Technologies LLC | 0.01% | New | 24,042 | $141K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 23,924 | $140K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.5% | 23,571 | $139K |
| DGS Capital Management, LLC | 0.04% | Reduce -11.1% | 23,734 | $139K |
| PFG Investments, LLC | 0.01% | Reduce -63.4% | 23,169 | $136K |
| Prelude Capital Management, LLC | 0.01% | New | 22,587 | $132K |
| Intrua Financial, LLC | 0.02% | Reduce -3.7% | 21,988 | $129K |
| First Trust Direct Indexing L.P. | 0.01% | Reduce -4.3% | 21,277 | $125K |
| Kepos Capital LP | 0.05% | Reduce -7.2% | 21,062 | $123K |
| Stephens Inc. | 0.00% | Add +23.5% | 19,760 | $116K |
| Gilman Hill Asset Management, LLC | 0.02% | No change | 19,750 | $116K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -49.8% | 18,910 | $111K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -37.6% | 17,400 | $104K |
| Virtu Financial LLC | 0.01% | Reduce -65.0% | 17,191 | $101K |
| ERn Financial, LLC | 0.02% | No change | 16,320 | $96K |
| West Family Investments, Inc. | 0.03% | No change | 16,276 | $95K |
| Private Advisor Group, LLC | 0.00% | New | 15,568 | $91K |
| Equitable Holdings, Inc. | 0.00% | Add +0.0% | 15,082 | $88K |
| ADAR1 Capital Management, LLC | 0.02% | Reduce -59.5% | 15,000 | $88K |
| Southeast Asset Advisors, LLC | 0.01% | New | 15,000 | $88K |
| Tokio Marine Asset Management Co. Ltd. | 0.00% | Reduce -27.9% | 15,000 | $88K |
| Belpointe Asset Management LLC | 0.01% | Reduce -2.7% | 14,435 | $85K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.4% | 14,364 | $84K |
| Cerity Partners LLC | 0.00% | Add +1.1% | 13,787 | $81K |
| Evergreen Capital Management LLC | 0.00% | Reduce -43.9% | 13,459 | $80K |
| Harvest Portfolios Group Inc. | 0.00% | No change | 13,400 | $79K |
| Covestor Ltd | 0.05% | Reduce -33.9% | 13,385 | $78K |
| US Bancorp \de | 0.00% | Reduce -10.3% | 12,903 | $76K |
| SVB Wealth LLC | 0.00% | Reduce -1.8% | 12,725 | $75K |
| Foundations Investment Advisors, LLC | 0.00% | No change | 12,408 | $73K |
| Quadrant Capital Group LLC | 0.01% | Add +4.3% | 12,238 | $72K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +5.9% | 12,092 | $71K |
| Abel Hall, LLC | 0.05% | New | 12,000 | $70K |
| Douglass Winthrop Advisors, LLC | 0.00% | No change | 12,000 | $70K |
| SeaCrest Wealth Management, LLC | 0.01% | New | 11,213 | $66K |
| Engineers Gate Manager LP | 0.00% | Reduce -78.9% | 11,160 | $65K |
| Davis-Rea LTD. | 0.03% | No change | 10,929 | $65K |
| Two Sigma Securities, LLC | 0.00% | New | 11,146 | $65K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,677 | $63K |
| Claro Advisors Inc. | 0.01% | New | 10,441 | $61K |
| Naples Global Advisors, LLC | 0.01% | Reduce -35.3% | 10,125 | $60K |
| Verity & Verity, LLC | 0.01% | New | 10,006 | $59K |
| Raymond James Trust N.A. | 0.00% | No change | 10,000 | $59K |
| Caption Management, LLC | 0.01% | New | 9,000 | $53K |
| Tacita Capital Inc | 0.04% | No change | 8,750 | $51K |
| Osaic Holdings, Inc. | 0.00% | Reduce -92.4% | 8,303 | $49K |
| CIBC Private Wealth Group LLC | 0.00% | New | 7,523 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.5% | 7,663 | $45K |
| Pacifica Partners Inc. | 0.02% | Add +13.1% | 6,029 | $37K |
| Lanark Financial, Inc. | 0.00% | New | 6,309 | $36K |
| 1832 Asset Management L.P. | 0.00% | Add +5.8% | 5,833 | $34K |
| Parallel Advisors, LLC | 0.00% | Reduce -32.0% | 5,046 | $30K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | New | 4,721 | $28K |
| Lindbrook Capital, LLC | 0.00% | Add +37.8% | 4,719 | $28K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 2,675 | $16K |
| Grayhawk Investment Strategies Inc. | 0.07% | No change | 1,990 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.1% | 2,691 | $16K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 2,665 | $16K |
| Founders Capital Management | 0.01% | Add +30.0% | 2,600 | $15K |
| Cwm, LLC | 0.00% | No change | 2,048 | $12K |
| IFP Advisors, Inc | 0.00% | Reduce -31.4% | 1,588 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,342 | $8K |
| Blue Trust, Inc. | 0.00% | New | 1,152 | $7K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 1,000 | $6K |
| Hilltop National Bank | 0.00% | Add +223.0% | 969 | $6K |
| Farther Finance Advisors, LLC | 0.00% | No change | 833 | $5K |
| Bokf, NA | 0.00% | No change | 794 | $5K |
| Whittier Trust Co. | 0.00% | New | 786 | $5K |
| Janiczek Wealth Management, LLC | 0.00% | Reduce -35.1% | 664 | $4K |
| Point72 (DIFC) Ltd | 0.00% | New | 640 | $4K |
| Spire Wealth Management | 0.00% | Reduce -88.5% | 639 | $4K |
| Aviso Financial Inc. | 0.00% | — | 625 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +105.2% | 513 | $3K |
| UMB Bank, n.a. | 0.00% | New | 478 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +159.4% | 467 | $3K |
| Allworth Financial LP | 0.00% | Reduce -33.3% | 303 | $2K |
| Rhumbline Advisers | 0.00% | No change | 205 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 325 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 169 | $990 |
| Arax Advisory Partners | 0.00% | New | 162 | $950 |
| Naples Money Management LLC | 0.00% | No change | 157 | $922 |
| Smartleaf Asset Management LLC | 0.00% | New | 119 | $711 |
| North Star Investment Management Corp. | 0.00% | No change | 100 | $586 |
| True Wealth Design, LLC | 0.00% | No change | 26 | $153 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 4 | $24 |
| Center for Financial Planning, Inc. | 0.00% | New | 2 | $12 |
| Bogart Wealth, LLC | 0.00% | No change | 1 | $6 |
| Roble, Belko & Company, Inc | 0.00% | No change | 60 | $0 |
"% of holder's portfolio" is AQN's weight in each manager's 13F, not the share of Algonquin Power & Utilities the manager owns.