CWM, LLC

Position in AQN — Algonquin Power & Utilities Corp.

CIK 1535847 OMAHA, NE

Position in AQN

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$14,576

-$386 QoQ

Shares Held

2,374

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

CWM, LLC holds $5,066,780 across 6 Utilities - Diversified names. AQN ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	34,918	$3,392,982
2	AVA	Avista Corp	18,922	$759,529
3	AES	Aes Corp	43,336	$610,604
4	BIPH	Brookfield Infrastructure Partners L.P.	13,153	$198,610
5	UTL	Unitil Corp	1,732	$90,479
6	AQN	Algonquin Power & Utilities Corp. This page	2,374	$14,576

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,576	2,374	-2.4%	Shares	Sole	2026-05-14
2025-12-31	$14,962	2,433	+2.5%	Shares	Sole	2026-01-26
2025-09-30	$12,748	2,374	+12.6%	Shares	Sole	2025-10-15
2025-06-30	$12,078	2,108	+12.8%	Shares	Sole	2025-07-25
2025-03-31	$9,601	1,868	+59.0%	Shares	Sole	2025-05-01
2024-12-31	$5,228	1,175	-29.5%	Shares	Sole	2025-02-04
2024-09-30	$9,079	1,666	-18.7%	Shares	Sole	2024-10-08
2024-06-30	$12,001	2,048	0.0%	Shares	Sole	2024-07-10
2024-03-31	$12,943	2,048	+15.8%	Shares	Sole	2024-04-05
2023-12-31	$11,180	1,769	-19.3%	Shares	Sole	2024-02-01
2023-09-30	$12,976	2,192	-23.7%	Shares	Sole	2023-10-11
2023-06-30	$23,739	2,874	+108.1%	Shares	Sole	2023-08-03
2023-03-31	$11,600	1,381	+176.2%	Shares	Sole	2023-05-01
2022-12-31	$3,260	500	-53.9%	Shares	Sole	2023-02-01
2022-09-30	$11,837	1,085	+117.0%	Shares	Sole	2022-10-27
2022-06-30	$6,715	500	0.0%	Shares	Sole	2022-07-28
2022-03-31	$7,760	500	0.0%	Shares	Sole	2022-04-21
2021-12-31	$7,225	500	0.0%	Shares	Sole	2022-01-31
2021-06-30	$7,440	500	0.0%	Shares	Sole	2021-09-15
2021-03-31	$7,920	500	0.0%	Shares	Sole	2021-09-15
2020-12-31	$8,230	500	0.0%	Shares	Sole	2021-09-15
2020-09-30	$7,270	500	0.0%	Shares	Sole	2021-09-15
2020-06-30	$6,470	500	0.0%	Shares	Sole	2021-09-15
2020-03-31	$6,700	500	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.