Security

AQN ALGONQUIN PWR UTILS CORP

COM
CUSIP: 015857105
FIGI: BBG000BLZFL5
Institutional Holders245
Total Institutional Value$3,191,156,228
Total Shares Held524,841,289
Avg Position$13,025,127
Top 5 Holders %48.1%
Alpha-Weighted Score71.9
New Positions+29
Exited Positions-28

Top 15 Institutional Holders by Value

New   Increased   Decreased   Unchanged

Institutional Holders — Q4 25

ManagerAlphaFlowValueSharesChange
EDGEPOINT INVESTMENT MANAGEMENT INCElite ConvictionLow Flow$502,563,259 (15.7%)81,727,38551.7%
STARBOARD VALUE LPElite ConvictionLow Flow$390,459,933 (12.2%)63,489,42014.5%
FIL LTDHigh ConvictionSignificant Flow$301,307,190 (9.4%)48,999,90312.3%
VANGUARD GROUP INCHigh ConvictionMarket Mover$211,870,898 (6.6%)34,456,15516.8%
BANK OF MONTREAL /CAN/High ConvictionMarket Mover$127,395,188 (4.0%)20,717,14440.9%
ROYAL BANK OF CANADAHigh ConvictionMarket Mover$114,262,000 (3.6%)18,578,906-75.5%
ARIEL INVESTMENTS, LLCHigh ConvictionModerate Flow$97,912,022 (3.1%)15,920,65411.6%
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORPHigh ConvictionModerate Flow$80,460,609 (2.5%)13,084,59214.2%
PRINCIPAL FINANCIAL GROUP INCHigh ConvictionMarket Mover$74,262,754 (2.3%)12,069,980NEW
NORGES BANKHigh ConvictionMarket Mover$67,064,635 (2.1%)10,906,12487.9%
BANK OF NOVA SCOTIAHigh ConvictionSignificant Flow$63,187,383 (2.0%)10,276,17815.6%
TORONTO DOMINION BANKHigh ConvictionSignificant Flow$52,196,090 (1.6%)8,488,15845.9%
DIMENSIONAL FUND ADVISORS LPHigh ConvictionMarket Mover$46,571,538 (1.5%)7,572,39618.7%
LEGAL & GENERAL GROUP PLCHigh ConvictionMarket Mover$42,727,836 (1.3%)6,939,5284.0%
FIRST TRUST ADVISORS LPHigh ConvictionMarket Mover$42,178,729 (1.3%)6,858,33016.0%
PRIVATE MANAGEMENT GROUP INCHigh ConvictionLow Flow$39,557,753 (1.2%)6,432,15513.3%
CORVEX MANAGEMENT LPElite ConvictionLow Flow$38,030,708 (1.2%)6,183,85514.5%
CALLODINE CAPITAL MANAGEMENT, LPElite ConvictionLow Flow$35,360,261 (1.1%)5,749,63618.0%
GOLDMAN SACHS GROUP INCHigh ConvictionMarket Mover$35,125,442 (1.1%)5,711,454-33.8%
NATIONAL BANK OF CANADA /FI/Moderate ConvictionMarket Mover$33,313,347 (1.0%)5,423,404-37.4%
SHAW D E & CO INCModerate ConvictionMarket Mover$32,895,976 (1.0%)5,349,00374.8%
HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF ALBERTA AS REPRESENTED BY ALBERTA INVESTMENT MANAGEMENT CORPHigh ConvictionSignificant Flow$31,404,360 (1.0%)5,106,40014.5%
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.High ConvictionSignificant Flow$30,397,953 (1.0%)4,943,30870.1%
BLACKROCK FUNDING, INC. /DEHigh ConvictionMarket Mover$28,474,674 (0.9%)4,630,02817.7%
NEUBERGER BERMAN GROUP LLCHigh ConvictionMarket Mover$27,921,221 (0.9%)4,540,03624.4%
MANUFACTURERS LIFE INSURANCE COMPANY, THEHigh ConvictionMarket Mover$27,361,178 (0.9%)4,447,495-4.7%
MORGAN STANLEYModerate ConvictionMarket Mover$25,176,114 (0.8%)4,093,67613.4%
INTACT INVESTMENT MANAGEMENT INC.High ConvictionLow Flow$25,005,292 (0.8%)4,066,619-
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPHigh ConvictionMarket Mover$24,258,894 (0.8%)3,944,94221.5%
CIBC WORLD MARKETS INC.High ConvictionSignificant Flow$22,755,031 (0.7%)3,700,005-34.6%
PICTON MAHONEY ASSET MANAGEMENTHigh ConvictionSignificant Flow$21,669,875 (0.7%)3,519,080336,023.4%
GAMCO INVESTORS, INC. ET ALHigh ConvictionModerate Flow$20,210,878 (0.6%)3,286,32224.2%
Invesco Ltd.Moderate ConvictionMarket Mover$18,779,235 (0.6%)3,053,53415.0%
FEDERATION DES CAISSES DESJARDINS DU QUEBECHigh ConvictionSignificant Flow$18,614,472 (0.6%)3,028,957-45.4%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOHigh ConvictionSignificant Flow$18,066,059 (0.6%)2,936,91116.9%
SCHWAB CHARLES INVESTMENT MANAGEMENT INCHigh ConvictionMarket Mover$16,901,347 (0.5%)2,744,967-36.6%
BANK OF AMERICA CORP /DE/Moderate ConvictionMarket Mover$16,647,121 (0.5%)2,706,849-62.4%
QUBE RESEARCH & TECHNOLOGIES LTDModerate ConvictionMarket Mover$16,105,816 (0.5%)2,618,838192.6%
STATE STREET CORPHigh ConvictionMarket Mover$15,855,087 (0.5%)2,551,10032.2%
TORON CAPITAL MARKETS INC.High ConvictionLow Flow$15,318,140 (0.5%)2,487,838-12.4%
TD ASSET MANAGEMENT INCHigh ConvictionSignificant Flow$14,982,402 (0.5%)2,433,30919.8%
GEODE CAPITAL MANAGEMENT, LLCHigh ConvictionMarket Mover$14,529,102 (0.5%)1,919,90023.1%
JANE STREET GROUP, LLCModerate ConvictionMarket Mover$14,517,496 (0.5%)2,360,297-21.0%
RWC ASSET MANAGEMENT LLPHigh ConvictionLow Flow$14,336,234 (0.4%)2,331,095-12.3%
CITADEL ADVISORS LLCModerate ConvictionMarket Mover$14,207,896 (0.4%)2,310,227-40.5%
GABELLI FUNDS LLCHigh ConvictionModerate Flow$13,444,650 (0.4%)2,186,12216.1%
UBS Group AGModerate ConvictionMarket Mover$13,336,805 (0.4%)2,168,586-16.1%
POINT72 ASSET MANAGEMENT, L.P.Moderate ConvictionMarket Mover$11,434,969 (0.4%)1,859,307650.3%
MAN GROUP PLCHigh ConvictionSignificant Flow$11,266,960 (0.4%)1,832,02695.8%
KRILOGY FINANCIAL LLCHigh ConvictionLow Flow$10,285,743 (0.3%)1,597,1656.6%
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAINHigh ConvictionMarket Mover$9,547,801 (0.3%)1,552,48810.8%
SWISS NATIONAL BANKHigh ConvictionMarket Mover$8,904,285 (0.3%)1,445,10016.1%
MANNING & NAPIER ADVISORS LLCHigh ConvictionModerate Flow$8,456,250 (0.3%)1,375,00014.5%
TD WATERHOUSE CANADA INC.High ConvictionSignificant Flow$7,730,470 (0.2%)1,258,6253.2%
RENAISSANCE TECHNOLOGIES LLCHigh ConvictionSignificant Flow$7,595,201 (0.2%)1,234,992-33.8%
MILLENNIUM MANAGEMENT, L.L.C.Moderate ConvictionMarket Mover$7,043,313 (0.2%)1,145,029772.6%
TREXQUANT INVESTMENT LPHigh ConvictionSignificant Flow$6,838,037 (0.2%)1,111,876157.9%
NORTHWEST & ETHICAL INVESTMENTS L.P.High ConvictionModerate Flow$5,757,122 (0.2%)935,263-8.4%
JUPITER ASSET MANAGEMENT LTDHigh ConvictionSignificant Flow$5,657,087 (0.2%)918,7745,357.8%
MACKENZIE FINANCIAL CORPHigh ConvictionSignificant Flow$5,478,735 (0.2%)885,63261.8%
Y-INTERCEPT (HONG KONG) LTDHigh ConvictionModerate Flow$5,353,237 (0.2%)870,445NEW
PDT PARTNERS, LLCHigh ConvictionLow Flow$5,337,813 (0.2%)867,937-
YAUPON CAPITAL MANAGEMENT LPHigh ConvictionLow Flow$5,330,426 (0.2%)866,736-83.1%
SCHMEIDLER A R & CO INCHigh ConvictionLow Flow$5,311,509 (0.2%)863,66048.5%
KAYNE ANDERSON CAPITAL ADVISORS LPElite ConvictionLow Flow$4,740,900 (0.1%)770,87813.2%
TAL INVESTMENT COUNSEL LTDHigh ConvictionSignificant Flow$4,634,831 (0.1%)753,29328.5%
TWO SIGMA INVESTMENTS, LPModerate ConvictionSignificant Flow$4,415,940 (0.1%)718,03963.9%
SCOTIA CAPITAL INC.High ConvictionModerate Flow$4,207,030 (0.1%)684,990-
CAMPBELL & CO INVESTMENT ADVISER LLCHigh ConvictionModerate Flow$4,077,235 (0.1%)662,9651,398.7%
BALYASNY ASSET MANAGEMENT LLCModerate ConvictionMarket Mover$3,938,178 (0.1%)640,35414.2%
FRANKLIN RESOURCES INCHigh ConvictionMarket Mover$3,737,029 (0.1%)607,6521,410.2%
Nuveen, LLCHigh ConvictionMarket Mover$3,384,669 (0.1%)549,70814.5%
GREENLAND CAPITAL MANAGEMENT LPModerate ConvictionLow Flow$3,273,975 (0.1%)531,730-34.3%
HEARTLAND ADVISORS INCHigh ConvictionLow Flow$3,075,000 (0.1%)500,000NEW
CWA ASSET MANAGEMENT GROUP, LLCHigh ConvictionModerate Flow$3,066,236 (0.1%)498,57534.8%
WEDGE CAPITAL MANAGEMENT L L P/NCHigh ConvictionModerate Flow$2,908,827 (0.1%)472,980NEW
SIG NORTH TRADING, ULCHigh ConvictionLow Flow$2,863,827 (0.1%)465,6634.3%
NORTHERN TRUST CORPHigh ConvictionMarket Mover$2,781,946 (0.1%)452,349-2.6%
BARCLAYS PLCHigh ConvictionMarket Mover$2,675,410 (0.1%)435,0268.7%
QUINN OPPORTUNITY PARTNERS LLCHigh ConvictionLow Flow$2,644,500 (0.1%)430,00014.5%
SUSQUEHANNA ADVISORS GROUP, INC.Moderate ConvictionModerate Flow$2,376,360 (0.1%)386,400149.5%
CANADA PENSION PLAN INVESTMENT BOARDHigh ConvictionSignificant Flow$2,221,729 (0.1%)361,300NEW
AQUATIC CAPITAL MANAGEMENT LLCModerate ConvictionModerate Flow$1,999,144 (0.1%)325,064-19.9%
EMPOWERED FUNDS, LLCModerate ConvictionSignificant Flow$1,817,417 (0.1%)295,515NEW
GOTHAM ASSET MANAGEMENT, LLCHigh ConvictionSignificant Flow$1,803,149 (0.1%)293,195-42.5%
JPMORGAN CHASE & COHigh ConvictionMarket Mover$1,607,266 (0.1%)261,344-44.9%
CREDIT AGRICOLE S AHigh ConvictionSignificant Flow$1,579,769 (0.0%)256,873-28.9%
COMMONWEALTH EQUITY SERVICES, LLPModerate ConvictionMarket Mover$1,530,690 (0.0%)248,893122,649.8%
HORIZON INVESTMENTS, LLCHigh ConvictionModerate Flow$1,489,020 (0.0%)242,11751.8%
ZURCHER KANTONALBANKHigh ConvictionSignificant Flow$1,437,595 (0.0%)233,48133.7%
CETERA INVESTMENT ADVISERSHigh ConvictionSignificant Flow$1,421,100 (0.0%)230,83322.2%
QUADRATURE CAPITAL LTDModerate ConvictionSignificant Flow$1,377,369 (0.0%)223,70048.7%
CITIGROUP INCModerate ConvictionMarket Mover$1,333,185 (0.0%)216,524-40.2%
JUMP FINANCIAL, LLCHigh ConvictionSignificant Flow$1,253,579 (0.0%)203,834-54.9%
TRIASIMA PORTFOLIO MANAGEMENT INC.High ConvictionLow Flow$1,242,106 (0.0%)201,73216.1%
HITE HEDGE ASSET MANAGEMENT LLCHigh ConvictionLow Flow$1,230,000 (0.0%)200,000NEW
K2 PRINCIPAL FUND, L.P.Moderate ConvictionLow Flow$1,230,000 (0.0%)200,000NEW
RUSSELL INVESTMENTS GROUP, LTD.Moderate ConvictionMarket Mover$1,131,739 (0.0%)183,91532.4%
DKRT Investments Corp.High ConvictionMinimal Flow$1,076,250 (0.0%)175,000-
NATIXISHigh ConvictionSignificant Flow$1,065,492 (0.0%)172,84339.6%

Implied Institutional Price History

Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.

QuarterFilersInstitutional ValueShares HeldEst. Avg Price
Q4 25244$3.19B524,854,164$6.08
Q3 25245$3.07B578,893,399$5.31
Q2 251$0.02B3,176,800$5.73
Q1 25228$2.40B473,958,889$5.07
Q4 24223$1.93B444,257,225$4.35
Q3 24236$2.56B481,499,416$5.32
Q2 2416$0.31B53,591,136$5.87
Q1 249$0.22B34,124,636$6.32

Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.