DIMENSIONAL FUND ADVISORS LP

Position in AQN — Algonquin Power & Utilities Corp.

CIK 354204 AUSTIN, TX

Back to AQN Full portfolio

Position in AQN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$46,112,033

-$1,269,707 QoQ

Shares Held

7,868,948

+2.0% QoQ

Ownership

1.02%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#16

of 241 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 10% None 0%

Common Shares in AQN Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $441,531,492 across 5 Utilities - Diversified names. AQN ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	2,147,234	$199,070,062
2	AES	Aes Corp	7,888,298	$115,642,446
3	AVA	Avista Corp	1,533,324	$62,728,282
4	AQN	Algonquin Power & Utilities Corp. This page	7,868,948	$46,112,033
5	UTL	Unitil Corp	341,216	$17,978,669

All Filings in AQN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,112,033	7,868,948	+2.0%	Shares	Sole	2026-08-11
2026-03-31	$47,381,740	7,716,896	+1.9%	Shares	Sole	2026-05-07
2025-12-31	$46,570,234	7,572,396	+3.6%	Shares	Sole	2026-02-12
2025-09-30	$39,235,238	7,306,376	+22.4%	Shares	Sole	2025-11-12
2025-06-30	$34,209,851	5,970,306	+2.5%	Shares	Sole	2025-08-12
2025-03-31	$29,930,625	5,823,079	+0.7%	Shares	Sole	2025-05-13
2024-12-31	$25,733,579	5,782,827	+12.8%	Shares	Sole	2025-02-13
2024-09-30	$27,952,073	5,128,821	+26.9%	Shares	Sole	2024-11-07
2024-06-30	$23,684,085	4,041,653	-2.3%	Shares	Sole	2024-08-09
2024-03-31	$26,153,151	4,138,157	+49.9%	Shares	Sole	2024-05-10
2023-12-31	$17,446,649	2,760,546	+347.9%	Shares	Sole	2024-02-07
2023-09-30	$3,648,968	616,380	-1.5%	Shares	Sole	2023-11-09
2023-06-30	$5,166,471	625,481	+7.6%	Shares	Sole	2023-08-09
2023-03-31	$4,882,498	581,250	+0.2%	Shares	Sole	2023-05-12
2022-12-31	$3,781,899	580,046	+52.4%	Shares	Sole	2023-02-09
2022-09-30	$4,153,043	380,664	+2.6%	Shares	Sole	2022-11-10
2022-06-30	$4,985,067	371,189	+1.4%	Shares	Sole	2022-08-12
2022-03-31	$5,683,424	366,200	+4.6%	Shares	Defined	2022-05-13
2021-12-31	$5,057,312	349,987	+202.5%	Shares	Defined	2022-02-09
2021-09-30	$1,696,044	115,692	-4.9%	Shares	Defined	2021-11-12
2021-06-30	$1,810,717	121,688	-4.5%	Shares	Defined	2021-08-12
2021-03-31	$2,018,380	127,423	+63.3%	Shares	Defined	2021-05-14
2020-12-31	$1,284,077	78,012	+5.9%	Shares	Defined	2021-03-08
2020-09-30	$1,070,783	73,644	+48.3%	Shares	Defined	2020-11-12
2020-06-30	$642,794	49,675	0.0%	Shares	Sole	2020-08-13
2020-03-31	$665,645	49,675	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.