Position in AQN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$262,386
+$32,598 QoQ
Shares Held
42,734
+14.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AQN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026LPL Financial LLC holds $95,545,476 across 6 Utilities - Diversified names. AQN ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
764,004 | $74,238,268 | |
| 2 | AES |
Aes Corp
|
792,177 | $11,161,773 | |
| 3 | BIPH |
Brookfield Infrastructure Partners L.P.
|
198,298 | $7,162,523 | |
| 4 | AVA |
Avista Corp
|
58,360 | $2,342,570 | |
| 5 | UTL |
Unitil Corp
|
7,235 | $377,956 | |
| 6 | AQN |
Algonquin Power & Utilities Corp.
This page
|
42,734 | $262,386 |
All Filings in AQN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $262,386 | 42,734 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $229,788 | 37,364 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $189,765 | 35,338 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $220,295 | 38,446 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,409,277 | 468,731 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,230,424 | 501,219 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,882,624 | 528,922 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,066,983 | 523,376 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,175,614 | 186,015 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $254,986 | 40,346 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $311,830 | 52,674 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $430,511 | 52,120 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $348,297 | 41,464 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $554,702 | 85,077 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $269,389 | 24,692 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $312,328 | 23,256 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $284,217 | 18,313 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $152,678 | 10,566 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $180,391 | 12,305 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $363,514 | 25,001 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $207,764 | 16,056 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $221,997 | 16,567 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||