ALGONQUIN POWER & UTILITIES CORP. (AQN) — Institutional Holders, Q2 2026 (page 3)
241 institutional investment managers reported a AQN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 241. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AQN 13F holders ranked 201–241 of 241
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Clearstead Advisors#201 · 4,304 sh | 4,304 | $25.2K | <0.01% | New |
| 202 | Smartleaf Asset Management#202 · 3,779 sh | 3,779 | $22.6K | <0.01% | 0.0% |
| 203 | First Bancorp#203 · 3,671 sh | 3,671 | $21.5K | — | New |
| 204 | EverSource Wealth Advisors#204 · 2,355 sh | 2,355 | $13.8K | <0.01% | +372.9% |
| 205 | NBC SECURITIES#205 · 2,146 sh | 2,146 | $12.6K | — | -18.5% |
| 206 | North Star Investment Management#206 · 1,800 sh | 1,800 | $10.5K | — | 0.0% |
| 207 | Parallel Advisors#207 · 1,624 sh | 1,624 | $9.5K | <0.01% | -58.7% |
| 208 | Hillsdale Investment Management#208 · 1,450 sh | 1,450 | $8.5K | <0.01% | New |
| 209 | Westside Investment Management#209 · 1,355 sh | 1,355 | $7.9K | <0.01% | 0.0% |
| 210 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#210 · 1,236 sh | 1,236 | $7.2K | 0.00% | 0.0% |
| 211 | Caitong International Asset Management , Ltd#211 · 1,188 sh | 1,188 | $7.0K | <0.01% | +440.0% |
| 212 | Integrated Wealth Concepts#212 · 1,020 sh | 1,020 | $6.0K | 0.00% | New |
| 213 | CONSULTIVA WEALTH MANAGEMENT#213 · 1,000 sh | 1,000 | $5.9K | 0.01% | New |
| 214 | SRS Capital Advisors#214 · 989 sh | 989 | $5.8K | 0.00% | +2004.3% |
| 215 | Allworth Financial#215 · 910 sh | 910 | $5.3K | 0.00% | -5.4% |
| 216 | Rockefeller Capital Management L.P.#216 · 727 sh | 727 | $4.3K | 0.00% | +55.7% |
| 217 | WealthCollab#217 · 719 sh | 719 | $4.2K | <0.01% | 0.0% |
| 218 | Physician Wealth Advisors#218 · 619 sh | 619 | $3.6K | — | 0.0% |
| 219 | BROWN BROTHERS HARRIMAN#219 · 580 sh | 580 | $3.4K | 0.00% | 0.0% |
| 220 | BESSEMER GROUP#220 · 467 sh | 467 | $3.0K | 0.00% | 0.0% |
| 221 | Bell Investment Advisors#221 · 490 sh | 490 | $2.9K | <0.01% | +25.0% |
| 222 | JONES FINANCIAL COMPANIES LLLP#222 · 431 sh | 431 | $2.6K | 0.00% | +7.8% |
| 223 | ACTION POINT FINANCIAL PLANNING#223 · 434 sh | 434 | $2.5K | <0.01% | New |
| 224 | SJS Investment Consulting#224 · 400 sh | 400 | $2.3K | — | 0.0% |
| 225 | Cornerstone Planning Group#225 · 361 sh | 361 | $2.2K | — | 0.0% |
| 226 | Crews Bank#226 · 367 sh | 367 | $2.2K | <0.01% | 0.0% |
| 227 | VALLEY NATIONAL ADVISERS#227 · 325 sh | 325 | $1.9K | — | 0.0% |
| 228 | Basecamp Wealth Advisors#228 · 316 sh | 316 | $1.9K | <0.01% | -50.2% |
| 229 | SALEM INVESTMENT COUNSELORS#229 · 290 sh | 290 | $1.7K | — | New |
| 230 | RHUMBLINE ADVISERS#230 · 257 sh | 257 | $1.5K | 0.00% | 0.0% |
| 231 | HARBOUR INVESTMENTS#231 · 250 sh | 250 | $1.5K | 0.00% | 0.0% |
| 232 | Larson Financial Group#232 · 163 sh | 163 | $955.00 | 0.00% | 0.0% |
| 233 | Silver Grove Financial Group#233 · 137 sh | 137 | $803.00 | <0.01% | New |
| 234 | JFS WEALTH ADVISORS#234 · 40 sh | 40 | $237.00 | 0.00% | New |
| 235 | TD PRIVATE CLIENT WEALTH#235 · 36 sh | 36 | $212.00 | 0.00% | -48.6% |
| 236 | AMERIFLEX GROUP#236 · 29 sh | 29 | $170.00 | <0.01% | New |
| 237 | Center for Financial Planning#237 · 2 sh | 2 | $12.00 | — | 0.0% |
| 238 | Bogart Wealth#238 · 1 sh | 1 | $6.00 | 0.00% | 0.0% |
| 239 | HUNTINGTON NATIONAL BANK#239 · 1 sh | 1 | $6.00 | 0.00% | 0.0% |
| 240 | Roble, Belko & Company#240 · 60 sh | 60 | $0.00 | 0.00% | 0.0% |
| 241 | Euro Pacific Asset Management#241 · 703,450 sh | 703,450 | — | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.