Position in AQN
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$8,517,193
-$1,305,371 QoQ
Shares Held
1,387,165
-13.1% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Krilogy Financial LLC holds $9,780,111 across 2 Utilities - Diversified names. AQN ranks #1 (87.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AQN |
Algonquin Power & Utilities Corp.
This page
|
1,387,165 | $8,517,193 | |
| 2 | SRE |
Sempra
|
12,997 | $1,262,918 |
All Filings in AQN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,517,193 | 1,387,165 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $9,822,564 | 1,597,165 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,271,654 | 1,726,565 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,093,079 | 1,761,445 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $9,567,827 | 1,861,445 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,213,650 | 1,621,045 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,076,600 | 748,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,143,020 | 707,000 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,456,864 | 705,200 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,210,560 | 508,000 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,007,360 | 508,000 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||