AQN

Algonquin Power & Utilities

Latest period2024 - Q4Total superinvestors18

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 18 superinvestors own shares of Algonquin Power & Utilities (AQN), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Algonquin Power & Utilities (AQN), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Algonquin Power & Utilities (AQN) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Algonquin Power & Utilities (AQN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Tom Lewis@Krilogy Financial Llc Recent Activity Increased 116.72%	0.49%	$7.214M 1.621M shares@ 4.46 avg price	Increased 116.72%
Bradley W Horstmann@Wedge Capital Management L L P Nc Recent Activity Increased 4.34%	0.06%	$3.055M 686,612 shares@ 4.45 avg price	Increased 4.34%
Kristen Niebuhr@Ars Investment Partners, Llc Recent Activity Increased 10.9%	0.14%	$1.529M 343,619 shares@ 4.46 avg price	Increased 10.9%
Kimberly Key@Cwa Asset Management Group, Llc Recent Activity New Position	0.05%	$905,486 203,480 shares@ 4.45 avg price	New Position
Teresa M. Nilsen@Hennessy Advisors Inc Recent Activity Increased 1.45%	0.02%	$530,725 119,264 shares@ 4.46 avg price	Increased 1.45%
Jon Beadell@A. D. Beadell Investment Counsel, Inc. Recent Activity Increased 158.48%	0.32%	$393,000 88,400 shares@ 4.45 avg price	Increased 158.48%
Jim Coppedge@Crossmark Global Holdings, Inc. Recent Activity Increased 2.55%	0.01%	$233,000 52,329 shares@ 4.46 avg price	Increased 2.55%
Kerry Tallon@Tallon Kerry Patrick Recent Activity New Position	0.14%	$140,740 31,000 shares@ 4.54 avg price	New Position
Sean T. Cleary@Ballentine Partners, Llc Recent Activity New Position	0.01%	$62,968 14,150 shares@ 4.46 avg price	New Position
George McBlane@Central Pacific Bank - Trust Division Recent Activity Decreased -50%	0.01%	$22,250 5,000 shares@ 4.45 avg price	Decreased -50%