EVERGREEN CAPITAL MANAGEMENT LLC
Position in AQN — Algonquin Power & Utilities Corp.
CIK 1260824
Bellevue, WA
Position in AQN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$83,774
-$4,003 QoQ
Shares Held
14,296
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#183
of 241 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AQN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $2,569,416 across 5 Utilities - Diversified names. AQN ranks #5 (3.3% of the industry book) .
All Filings in AQN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,774 | 14,296 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $87,777 | 14,296 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $87,920 | 14,296 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $83,573 | 15,563 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $89,175 | 15,563 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $91,990 | 17,897 | Shares | Other | 2025-05-15 | |
| 2024-06-30 | $78,869 | 13,459 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $151,572 | 23,983 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $116,559 | 18,443 | Shares | Other | 2024-02-14 | |
| 2023-06-30 | $174,888 | 21,173 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $163,892 | 19,511 | Shares | Other | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||