Position in AQN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,684,000
+$2,454,000 QoQ
Shares Held
600,000
+200.0% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AQN Over Time
Shares Held
Position Value (USD)
Derivatives in AQN
reported options exposure · as of Jun 30, 2024CallValue
$1,758,000
CallShares
300,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026K2 PRINCIPAL FUND, L.P. holds $5,063,784 across 2 Utilities - Diversified names. AQN ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AQN |
Algonquin Power & Utilities Corp.
This page
|
600,000 | $3,684,000 | |
| 2 | BIPH |
Brookfield Infrastructure Partners L.P.
|
38,200 | $1,379,784 |
All Filings in AQN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,684,000 | 600,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,230,000 | 200,000 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $1,758,000 | 300,000 | Call | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||