AQN
Algonquin Power & Utilities Corp. · Utilities · Diversified Utilities
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +5.7% ·
net new positions +9.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.69M | $8.47M | n/a | n/a |
| Q2 2026 | 94 | -2 | 361.10M | $2.12B | +3 | −4 |
| Q1 2026 | 96 | +4 | 338.36M | $2.07B | +7 | −4 |
| Q4 2025 | 93 | 0 | 343.89M | $2.12B | +1 | n/a |
| Q3 2025 | 19 | +1 | 138.66M | $747.23M | +2 | −2 |
| Q2 2025 | 16 | +2 | 129.11M | $741.68M | +3 | −1 |
| Q1 2025 | 11 | +1 | 91.42M | $472.22M | +1 | n/a |
| Q4 2024 | 10 | -1 | 86.51M | $386.35M | n/a | −1 |
| Q3 2024 | 10 | -1 | 77.11M | $421.78M | +1 | −2 |
| Q2 2024 | 11 | n/a | 83.29M | $489.70M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Starboard Value ✦ | 66.43M | +1.7% | $341.47M | 6.2% | ▲ Add | 4 | SEC ↗ |
| 2 | Norges Bank ✦ (passive) | 7.08M | -0.3% | $36.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Arrowstreet Capital ✦ | 6.71M | +79.8% | $34.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | GAMCO Investors ✦ | 3.20M | +12.0% | $16.46M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 2.29M | -2.0% | $11.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 1.51M | +21.5% | $9.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | Renaissance Technologies ✦ | 1.79M | +36.6% | $9.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 1.65M | +86214.0% | $8.50M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 9 | Two Sigma Investments ✦ | 622.90K | -61.4% | $3.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 110.30K | -88.9% | $566,813 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 11 | Marshall Wace ✦ | 18.77K | New | $96,478 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $96,478 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 246 holders, 513.78M shares, $3.12B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.